+193.0%
HOOD vs EVRG
+49.3%
+143.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.8% | -4.1% |
| 7D | +13.4% | +0.9% | +12.5% | +13.1% |
| 30D | +25.8% | -0.5% | +26.3% | +25.8% |
| 3M | +38.0% | +1.5% | +36.5% | +36.7% |
| 6M | +52.2% | +1.2% | +51.1% | +50.6% |
| YTD | +3.7% | +16.3% | -12.6% | -2.8% |
| 1Y | +0.1% | +20.3% | -20.2% | -7.4% |
| 3Y | +992.6% | +72.3% | +920.2% | +756.2% |
| 5Y | +193.0% | +46.7% | +146.3% | +122.0% |
| All | +193.0% | +49.3% | +143.7% | +122.0% |
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