-17.8%
TSN vs EVRG
+45.7%
-63.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +1.4% | -0.7% | +2.0% | +1.7% |
| 30D | -6.2% | 0.0% | -6.2% | -6.3% |
| 3M | -5.7% | -1.0% | -4.7% | -5.5% |
| 6M | -11.4% | +1.0% | -12.3% | -11.9% |
| YTD | -8.2% | +15.1% | -23.3% | -13.9% |
| 1Y | -2.0% | +17.6% | -19.6% | -8.9% |
| 3Y | +11.9% | +70.5% | -58.6% | -11.7% |
| 5Y | -17.8% | +48.9% | -66.6% | -31.7% |
| All | -17.8% | +45.7% | -63.4% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EVRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling