-6.4%
HAL vs EVRG
+104.1%
-110.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +3.1% |
| 7D | +6.1% | +1.4% | +4.7% | +6.0% |
| 30D | +2.9% | +7.4% | -4.5% | +2.4% |
| 3M | +3.3% | +7.2% | -3.9% | +2.9% |
| 6M | -16.9% | +9.5% | -26.4% | -17.4% |
| YTD | +21.2% | +25.6% | -4.4% | +17.7% |
| 1Y | +27.5% | +20.4% | +7.2% | +24.7% |
| 3Y | -6.4% | +108.8% | -115.3% | -15.6% |
| All | -6.4% | +104.1% | -110.5% | -15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling