+56.0%
HAS vs EVRG
+111.7%
-55.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.0% |
| 7D | -4.8% | +0.6% | -5.4% | -5.1% |
| 30D | -5.1% | -0.2% | -4.9% | -5.1% |
| 3M | +6.4% | -0.5% | +6.8% | +6.4% |
| 6M | -5.6% | +0.2% | -5.8% | -6.0% |
| YTD | +11.0% | +14.9% | -3.9% | +4.1% |
| 1Y | +16.8% | +18.2% | -1.4% | +8.0% |
| 3Y | +44.0% | +70.2% | -26.1% | +12.9% |
| 5Y | +11.0% | +45.3% | -34.4% | -7.9% |
| 10Y | +56.0% | +112.4% | -56.4% | +14.6% |
| All | +56.0% | +111.7% | -55.7% | +14.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling