+8.2%
HD vs EVRG
+68.4%
-60.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.7% |
| 7D | +3.6% | +1.7% | +1.9% | +2.9% |
| 30D | +21.6% | +8.7% | +12.9% | +17.2% |
| 3M | +0.1% | +6.4% | -6.3% | -2.7% |
| 6M | +13.0% | +9.4% | +3.6% | +8.5% |
| YTD | +4.9% | +24.5% | -19.5% | -4.9% |
| 1Y | -2.1% | +20.5% | -22.5% | -10.0% |
| 3Y | +32.6% | +101.6% | -69.0% | -4.3% |
| 5Y | +8.2% | +67.5% | -59.2% | -13.3% |
| All | +8.2% | +68.4% | -60.2% | -13.3% |
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 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