+768.7%
HBAN vs EVRG
+2,060.4%
-1,291.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.5% | -0.2% |
| 7D | -1.5% | +0.6% | -2.0% | -1.7% |
| 30D | -5.5% | -0.2% | -5.3% | -5.5% |
| 3M | -0.2% | -0.5% | +0.2% | -0.1% |
| 6M | +5.2% | +0.2% | +5.0% | +4.8% |
| YTD | -2.3% | +14.9% | -17.2% | -8.7% |
| 1Y | -2.2% | +18.2% | -20.4% | -10.0% |
| 3Y | +73.8% | +70.2% | +3.7% | +34.6% |
| 5Y | +35.2% | +45.3% | -10.1% | +11.0% |
| 10Y | +155.4% | +112.4% | +43.0% | +71.0% |
| All | +768.7% | +2,060.4% | -1,291.8% | +170.2% |
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