+114.2%
HIG vs EVRG
+48.0%
+66.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | -0.4% | -1.2% | +0.9% | +0.1% |
| 3M | +6.7% | -0.6% | +7.3% | +6.8% |
| 6M | +2.0% | +2.4% | -0.5% | +0.7% |
| YTD | +0.3% | +15.5% | -15.2% | -6.1% |
| 1Y | +4.2% | +16.8% | -12.6% | -3.1% |
| 3Y | +102.2% | +75.0% | +27.2% | +59.7% |
| All | +114.2% | +48.0% | +66.2% | +78.5% |
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 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