+2,047.2%
EVRG vs HRB
+3,357.9%
-1,310.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | +0.2% |
| 7D | +1.1% | -5.7% | +6.8% | +2.2% |
| 30D | -1.0% | +7.9% | -8.9% | -2.7% |
| 3M | +0.4% | +32.1% | -31.7% | -5.1% |
| 6M | -0.8% | +62.2% | -63.1% | -10.5% |
| YTD | +15.3% | +16.4% | -1.1% | +10.2% |
| 1Y | +17.9% | -0.3% | +18.2% | +15.7% |
| 3Y | +71.9% | +36.0% | +35.9% | +56.9% |
| 5Y | +45.3% | +125.2% | -79.9% | +18.4% |
| 10Y | +113.1% | +237.7% | -124.6% | +52.6% |
| All | +2,047.2% | +3,357.9% | -1,310.7% | +946.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling