+1,773.8%
HWM vs EVRG
+104.2%
+1,669.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | -2.1% | +1.1% | -3.2% | -2.7% |
| 30D | -11.0% | -1.0% | -10.0% | -10.5% |
| 3M | +4.0% | +0.4% | +3.6% | +3.5% |
| 6M | -0.2% | -0.8% | +0.6% | -0.1% |
| YTD | +26.7% | +15.3% | +11.3% | +16.7% |
| 1Y | +44.7% | +17.9% | +26.8% | +31.4% |
| 3Y | +426.1% | +71.9% | +354.2% | +279.7% |
| 5Y | +738.5% | +45.3% | +693.3% | +559.7% |
| All | +1,773.8% | +104.2% | +1,669.6% | +1,142.2% |
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