-38.1%
HDB vs EVRG
+45.7%
-83.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -6.2% | -0.7% | -5.5% | -6.0% |
| 30D | -6.2% | 0.0% | -6.2% | -6.3% |
| 3M | -5.9% | -1.0% | -4.9% | -5.8% |
| 6M | -25.9% | +1.0% | -26.9% | -26.2% |
| YTD | -40.2% | +15.1% | -55.3% | -42.4% |
| 1Y | -38.0% | +17.6% | -55.6% | -40.5% |
| 3Y | -30.5% | +70.5% | -101.0% | -39.1% |
| 5Y | -38.1% | +48.9% | -87.0% | -44.2% |
| All | -38.1% | +45.7% | -83.8% | -44.2% |
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 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