-30.7%
HDB vs EVRG
+71.7%
-102.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.5% | -1.5% |
| 7D | -4.9% | +0.6% | -5.4% | -5.0% |
| 30D | -5.8% | -0.2% | -5.6% | -5.8% |
| 3M | -5.2% | -0.5% | -4.7% | -5.3% |
| 6M | -25.7% | +0.2% | -25.9% | -25.9% |
| YTD | -39.6% | +14.9% | -54.5% | -42.0% |
| 1Y | -36.9% | +18.2% | -55.1% | -39.8% |
| All | -30.7% | +71.7% | -102.3% | -40.5% |
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 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