+111.3%
EVRG vs HRB
+209.1%
-97.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | +0.1% | -8.0% | +8.1% | +1.7% |
| 30D | -1.2% | -16.0% | +14.7% | +2.1% |
| 3M | -0.6% | +26.9% | -27.5% | -6.0% |
| 6M | +2.4% | +51.1% | -48.7% | -7.4% |
| YTD | +15.5% | +7.1% | +8.4% | +11.9% |
| 1Y | +16.8% | -9.6% | +26.4% | +17.4% |
| 3Y | +75.0% | +25.4% | +49.6% | +59.4% |
| 5Y | +49.3% | +114.9% | -65.6% | +16.2% |
| All | +111.3% | +209.1% | -97.9% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling