+6.7%
HCA vs EVRG
+17.7%
-11.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.0% | +1.2% |
| 7D | +5.4% | +0.1% | +5.3% | +5.3% |
| 30D | +3.0% | -1.2% | +4.2% | +3.3% |
| 3M | +13.0% | -0.6% | +13.6% | +12.8% |
| 6M | -20.3% | +2.4% | -22.7% | -21.3% |
| YTD | -8.2% | +15.5% | -23.7% | -14.1% |
| 1Y | +6.7% | +16.8% | -10.1% | -1.9% |
| All | +6.7% | +17.7% | -11.0% | -1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling