+5,506.3%
HON vs EVRG
+2,060.4%
+3,445.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -1.1% |
| 7D | -0.6% | +0.6% | -1.1% | -0.8% |
| 30D | -15.4% | -0.2% | -15.2% | -15.3% |
| 3M | -9.1% | -0.5% | -8.7% | -9.0% |
| 6M | -17.1% | +0.2% | -17.2% | -17.3% |
| YTD | +1.5% | +14.9% | -13.4% | -4.3% |
| 1Y | -1.3% | +18.2% | -19.5% | -8.2% |
| 3Y | +19.5% | +70.2% | -50.6% | -4.9% |
| 5Y | +3.1% | +45.3% | -42.3% | -13.3% |
| 10Y | +138.4% | +112.4% | +26.0% | +66.6% |
| All | +5,506.3% | +2,060.4% | +3,445.9% | +1,618.9% |
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