+109.7%
HAL vs EVRG
+49.3%
+60.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.0% |
| 7D | +0.5% | +0.9% | -0.4% | +0.2% |
| 30D | +15.9% | -0.5% | +16.5% | +16.0% |
| 3M | -8.7% | +1.5% | -10.2% | -9.2% |
| 6M | +9.0% | +1.2% | +7.9% | +8.3% |
| YTD | +32.0% | +16.3% | +15.7% | +25.3% |
| 1Y | +72.5% | +20.3% | +52.2% | +61.4% |
| 3Y | -4.5% | +72.3% | -76.9% | -21.9% |
| 5Y | +109.7% | +46.7% | +63.0% | +85.3% |
| All | +109.7% | +49.3% | +60.4% | +85.3% |
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