+340.8%
HPE vs EVRG
+45.7%
+295.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.2% | -6.4% | -6.3% |
| 7D | +1.4% | -0.7% | +2.1% | +1.5% |
| 30D | +1.5% | 0.0% | +1.5% | +1.5% |
| 3M | +21.7% | -1.0% | +22.7% | +21.6% |
| 6M | +164.2% | +1.0% | +163.2% | +162.6% |
| YTD | +132.1% | +15.1% | +117.0% | +124.6% |
| 1Y | +130.6% | +17.6% | +113.1% | +122.3% |
| 3Y | +244.1% | +70.5% | +173.7% | +203.7% |
| 5Y | +340.8% | +48.9% | +292.0% | +300.1% |
| All | +340.8% | +45.7% | +295.2% | +300.1% |
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