+7.4%
HD vs EVRG
+49.3%
-41.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.1% | -2.7% |
| 7D | -1.2% | +0.9% | -2.1% | -1.6% |
| 30D | -11.1% | -0.5% | -10.6% | -11.0% |
| 3M | +2.0% | +1.5% | +0.5% | +1.3% |
| 6M | -10.5% | +1.2% | -11.6% | -11.0% |
| YTD | -6.9% | +16.3% | -23.2% | -12.9% |
| 1Y | -23.2% | +20.3% | -43.4% | -29.3% |
| 3Y | +3.1% | +72.3% | -69.2% | -19.6% |
| 5Y | +7.4% | +46.7% | -39.3% | -9.5% |
| All | +7.4% | +49.3% | -41.9% | -9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling