-22.2%
HDB vs EVRG
+66.7%
-88.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | +2.7% | +1.4% | +1.3% | +2.4% |
| 30D | +14.1% | +7.4% | +6.7% | +12.3% |
| 3M | +11.8% | +7.2% | +4.6% | +10.0% |
| 6M | +8.2% | +9.5% | -1.3% | +5.8% |
| YTD | -29.3% | +25.6% | -54.9% | -33.2% |
| 1Y | -28.8% | +20.4% | -49.1% | -32.0% |
| 3Y | -7.5% | +108.8% | -116.3% | -22.5% |
| All | -22.2% | +66.7% | -88.9% | -31.3% |
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