+2,880.2%
HPQ vs EVRG
+2,060.4%
+819.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.2% | +4.4% |
| 7D | +1.3% | +0.6% | +0.7% | +1.0% |
| 30D | +8.7% | -0.2% | +8.9% | +8.7% |
| 3M | +31.5% | -0.5% | +31.9% | +31.5% |
| 6M | +76.0% | +0.2% | +75.8% | +75.0% |
| YTD | +49.5% | +14.9% | +34.6% | +41.4% |
| 1Y | +17.3% | +18.2% | -1.0% | +9.6% |
| 3Y | +24.4% | +70.2% | -45.8% | +0.7% |
| 5Y | +37.3% | +45.3% | -8.0% | +16.7% |
| 10Y | +223.0% | +112.4% | +110.6% | +132.9% |
| All | +2,880.2% | +2,060.4% | +819.8% | +840.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling