+155.0%
HPE vs EVRG
+17.7%
+137.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.3% | +12.1% | +12.5% |
| 7D | +19.4% | +0.1% | +19.3% | +19.4% |
| 30D | +5.6% | -1.2% | +6.8% | +5.2% |
| 3M | +33.1% | -0.6% | +33.7% | +32.0% |
| 6M | +192.5% | +2.4% | +190.0% | +191.1% |
| YTD | +160.9% | +15.5% | +145.5% | +157.4% |
| 1Y | +155.0% | +16.8% | +138.1% | +161.7% |
| All | +155.0% | +17.7% | +137.2% | +161.7% |
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