+4,211.8%
HDB vs EVRG
+1,136.9%
+3,074.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.2% |
| 7D | +2.7% | +1.4% | +1.3% | +2.0% |
| 30D | +14.1% | +7.4% | +6.7% | +10.0% |
| 3M | +11.8% | +7.2% | +4.6% | +7.8% |
| 6M | +8.2% | +9.5% | -1.3% | +2.8% |
| YTD | -29.3% | +25.6% | -54.9% | -37.6% |
| 1Y | -28.8% | +20.4% | -49.1% | -35.8% |
| 3Y | -7.5% | +108.8% | -116.3% | -38.3% |
| 5Y | -23.1% | +68.0% | -91.0% | -44.0% |
| 10Y | +63.7% | +124.6% | -60.9% | -5.7% |
| All | +4,211.8% | +1,136.9% | +3,074.9% | +973.3% |
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 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