+30.6%
HUM vs EVRG
+17.4%
+13.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.3% |
| 7D | +4.2% | +1.1% | +3.0% | +4.3% |
| 30D | +10.4% | -1.0% | +11.4% | +10.2% |
| 3M | +15.1% | +0.4% | +14.7% | +15.4% |
| 6M | +120.9% | -0.8% | +121.8% | +122.6% |
| YTD | +57.9% | +15.3% | +42.6% | +52.9% |
| 1Y | +30.6% | +17.9% | +12.7% | +28.1% |
| All | +30.6% | +17.4% | +13.1% | +28.1% |
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 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