+458.1%
HBM vs EVRG
+72.5%
+385.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | -4.8% | -1.2% | -3.6% | -4.6% |
| 3M | -0.4% | -0.6% | +0.2% | -0.8% |
| 6M | +17.9% | +2.4% | +15.4% | +15.5% |
| YTD | +33.7% | +15.5% | +18.3% | +23.9% |
| 1Y | +95.6% | +16.8% | +78.8% | +80.1% |
| 3Y | +458.1% | +75.0% | +383.1% | +288.3% |
| All | +458.1% | +72.5% | +385.6% | +288.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling