+145.0%
TT vs EVRG
+49.3%
+95.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | +1.6% | +0.9% | +0.7% | +1.2% |
| 30D | -7.3% | -0.5% | -6.8% | -7.2% |
| 3M | -2.6% | +1.5% | -4.1% | -3.3% |
| 6M | +5.9% | +1.2% | +4.7% | +5.1% |
| YTD | +15.4% | +16.3% | -0.9% | +8.2% |
| 1Y | +8.2% | +20.3% | -12.0% | +0.1% |
| 3Y | +122.7% | +72.3% | +50.3% | +74.1% |
| 5Y | +145.0% | +46.7% | +98.3% | +104.7% |
| All | +145.0% | +49.3% | +95.7% | +104.7% |
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