+161.6%
HALO vs EVRG
+48.0%
+113.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | +5.3% | -1.2% | +6.5% | +5.7% |
| 3M | +51.6% | -0.6% | +52.2% | +51.7% |
| 6M | +61.3% | +2.4% | +58.8% | +59.3% |
| YTD | +59.3% | +15.5% | +43.8% | +50.0% |
| 1Y | +38.3% | +16.8% | +21.4% | +29.4% |
| 3Y | +185.9% | +75.0% | +110.9% | +126.1% |
| All | +161.6% | +48.0% | +113.6% | +111.4% |
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