+25.1%
HPQ vs EVRG
+71.7%
-46.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.2% | +6.2% | +5.0% |
| 7D | +2.2% | +0.6% | +1.7% | +2.2% |
| 30D | +9.7% | -0.2% | +10.0% | +9.7% |
| 3M | +32.7% | -0.5% | +33.2% | +32.7% |
| 6M | +77.7% | +0.2% | +77.5% | +77.4% |
| YTD | +51.0% | +14.9% | +36.1% | +47.3% |
| 1Y | +18.4% | +18.2% | +0.2% | +14.9% |
| All | +25.1% | +71.7% | -46.6% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling