+3,769.4%
HDB vs EVRG
+1,036.0%
+2,733.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.2% |
| 7D | +0.4% | +1.1% | -0.7% | -0.1% |
| 30D | -2.8% | -1.0% | -1.8% | -2.4% |
| 3M | -3.5% | +0.4% | -3.9% | -4.1% |
| 6M | -24.7% | -0.8% | -23.9% | -24.8% |
| YTD | -36.6% | +15.3% | -51.9% | -41.5% |
| 1Y | -34.4% | +17.9% | -52.3% | -40.2% |
| 3Y | -24.4% | +71.9% | -96.3% | -44.4% |
| 5Y | -35.4% | +45.3% | -80.6% | -49.3% |
| 10Y | +39.5% | +113.1% | -73.5% | -17.6% |
| All | +3,769.4% | +1,036.0% | +2,733.4% | +906.4% |
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