+31,139.8%
HD vs EVRG
+2,068.9%
+29,070.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.1% |
| 7D | -2.1% | +1.1% | -3.2% | -2.5% |
| 30D | -8.4% | -1.0% | -7.4% | -8.1% |
| 3M | +4.3% | +0.4% | +3.9% | +4.1% |
| 6M | -11.1% | -0.8% | -10.3% | -10.9% |
| YTD | -4.7% | +15.3% | -20.0% | -10.0% |
| 1Y | -19.8% | +17.9% | -37.7% | -25.0% |
| 3Y | +4.1% | +71.9% | -67.8% | -16.6% |
| 5Y | +10.3% | +45.3% | -34.9% | -6.4% |
| 10Y | +203.2% | +113.1% | +90.1% | +117.1% |
| All | +31,139.8% | +2,068.9% | +29,070.9% | +9,531.2% |
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