+116.4%
HPE vs EVRG
+15.1%
+101.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.9% | -6.6% | -5.3% |
| 7D | -17.0% | +2.3% | -19.3% | -16.3% |
| 30D | -26.7% | +9.0% | -35.7% | -24.8% |
| 3M | -4.1% | +3.7% | -7.8% | -3.3% |
| 6M | +75.4% | +6.8% | +68.6% | +78.0% |
| YTD | +111.0% | +21.9% | +89.1% | +117.7% |
| 1Y | +116.4% | +15.8% | +100.6% | +126.3% |
| All | +116.4% | +15.1% | +101.3% | +126.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling