+31.8%
XHB vs EVRG
+45.7%
-13.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -5.2% | -0.7% | -4.5% | -5.0% |
| 30D | -12.1% | 0.0% | -12.2% | -12.2% |
| 3M | -6.2% | -1.0% | -5.3% | -5.9% |
| 6M | -6.7% | +1.0% | -7.7% | -7.3% |
| YTD | -5.5% | +15.1% | -20.5% | -11.5% |
| 1Y | -15.6% | +17.6% | -33.2% | -22.0% |
| 3Y | +22.0% | +70.5% | -48.5% | -6.6% |
| 5Y | +31.8% | +48.9% | -17.0% | +6.0% |
| All | +31.8% | +45.7% | -13.8% | +6.0% |
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 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