+147.5%
HOOD vs EVRG
+66.8%
+80.8%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | -3.2% | +2.5% | -5.7% | -3.9% |
| 30D | -22.6% | +8.4% | -31.0% | -24.3% |
| 3M | -10.4% | +8.6% | -19.0% | -12.6% |
| 6M | +4.7% | +7.7% | -3.0% | +1.8% |
| YTD | -25.2% | +25.0% | -50.2% | -31.7% |
| 1Y | -35.9% | +18.7% | -54.6% | -40.2% |
| 3Y | +927.7% | +102.1% | +825.6% | +640.6% |
| 5Y | +147.5% | +66.8% | +80.7% | +92.3% |
| All | +147.5% | +66.8% | +80.8% | +92.3% |
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 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