-4.5%
TT vs EVRG
+15.1%
-19.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.8% |
| 7D | -8.5% | +2.3% | -10.8% | -8.8% |
| 30D | -12.8% | +9.0% | -21.8% | -14.0% |
| 3M | -12.9% | +3.7% | -16.6% | -13.4% |
| 6M | -15.2% | +6.8% | -22.0% | -16.2% |
| YTD | +6.2% | +21.9% | -15.7% | +1.9% |
| 1Y | -4.5% | +15.8% | -20.3% | -6.9% |
| All | -4.5% | +15.1% | -19.6% | -6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling