+4,408.5%
HAS vs EVRG
+2,252.5%
+2,156.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.6% |
| 7D | +3.3% | +3.5% | -0.2% | +2.1% |
| 30D | +30.5% | +9.2% | +21.3% | +27.0% |
| 3M | +29.9% | +8.6% | +21.3% | +26.5% |
| 6M | +26.5% | +10.0% | +16.6% | +22.5% |
| YTD | +51.9% | +25.1% | +26.8% | +41.1% |
| 1Y | +60.9% | +19.5% | +41.4% | +51.5% |
| 3Y | +215.0% | +102.3% | +112.7% | +149.9% |
| 5Y | +51.5% | +66.8% | -15.3% | +26.9% |
| 10Y | +102.2% | +125.0% | -22.8% | +52.0% |
| All | +4,408.5% | +2,252.5% | +2,156.1% | +1,632.2% |
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