-80.9%
TTD vs EVRG
+44.9%
-125.9%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | -4.6% | +0.6% | -5.2% | -4.7% |
| 30D | +3.7% | -0.2% | +3.9% | +3.7% |
| 3M | -30.2% | -0.5% | -29.8% | -30.3% |
| 6M | -51.4% | +0.2% | -51.6% | -51.5% |
| YTD | -63.4% | +14.9% | -78.3% | -64.7% |
| 1Y | -73.5% | +18.2% | -91.7% | -74.6% |
| 3Y | -83.5% | +70.2% | -153.6% | -86.0% |
| 5Y | -80.9% | +45.3% | -126.3% | -83.7% |
| All | -80.9% | +44.9% | -125.9% | -83.7% |
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