+13.0%
HSY vs EVRG
+45.7%
-32.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.1% | +1.2% |
| 7D | -0.4% | -0.7% | +0.3% | -0.1% |
| 30D | -3.4% | 0.0% | -3.5% | -3.5% |
| 3M | -0.5% | -1.0% | +0.4% | -0.1% |
| 6M | -19.1% | +1.0% | -20.1% | -19.5% |
| YTD | -2.1% | +15.1% | -17.1% | -7.6% |
| 1Y | -3.2% | +17.6% | -20.8% | -9.6% |
| 3Y | -8.8% | +70.5% | -79.3% | -27.2% |
| 5Y | +13.0% | +48.9% | -35.9% | -4.4% |
| All | +13.0% | +45.7% | -32.7% | -4.4% |
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