+59.2%
HAL vs EVRG
+66.7%
-7.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +3.0% |
| 7D | +6.1% | +1.4% | +4.7% | +5.7% |
| 30D | +2.9% | +7.4% | -4.5% | +0.9% |
| 3M | +3.3% | +7.2% | -3.9% | +1.4% |
| 6M | -16.9% | +9.5% | -26.4% | -19.1% |
| YTD | +21.2% | +25.6% | -4.4% | +12.5% |
| 1Y | +27.5% | +20.4% | +7.2% | +20.0% |
| 3Y | -6.4% | +108.8% | -115.3% | -29.2% |
| All | +59.2% | +66.7% | -7.5% | +31.3% |
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