+20,639.1%
TXN vs EVRG
+2,060.4%
+18,578.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.3% | +1.5% |
| 7D | +2.7% | +0.6% | +2.1% | +2.4% |
| 30D | -6.7% | -0.2% | -6.5% | -6.7% |
| 3M | -8.9% | -0.5% | -8.5% | -9.1% |
| 6M | +34.7% | +0.2% | +34.5% | +34.2% |
| YTD | +53.3% | +14.9% | +38.4% | +45.3% |
| 1Y | +45.0% | +18.2% | +26.8% | +35.8% |
| 3Y | +73.1% | +70.2% | +2.9% | +40.4% |
| 5Y | +59.9% | +45.3% | +14.6% | +36.2% |
| 10Y | +415.7% | +112.4% | +303.3% | +269.5% |
| All | +20,639.1% | +2,060.4% | +18,578.7% | +7,168.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling