+595.7%
HAL vs EVRG
+2,068.9%
-1,473.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +2.9% | +1.1% | +1.8% | +2.4% |
| 30D | +17.0% | -1.0% | +18.1% | +17.4% |
| 3M | -9.7% | +0.4% | -10.1% | -10.1% |
| 6M | +8.6% | -0.8% | +9.5% | +8.3% |
| YTD | +33.0% | +15.3% | +17.6% | +23.8% |
| 1Y | +68.3% | +17.9% | +50.4% | +54.9% |
| 3Y | +0.1% | +71.9% | -71.8% | -23.3% |
| 5Y | +102.6% | +45.3% | +57.4% | +65.6% |
| 10Y | +3.8% | +113.1% | -109.2% | -29.8% |
| All | +595.7% | +2,068.9% | -1,473.2% | +106.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling