+15.8%
EVRG vs UEC
-46.3%
+62.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | +0.9% |
| 7D | +2.3% | -13.8% | +16.1% | +2.5% |
| 30D | +9.0% | -23.1% | +32.1% | +9.3% |
| 3M | +3.7% | -31.5% | +35.2% | +4.1% |
| 6M | +6.8% | -51.5% | +58.3% | +8.3% |
| YTD | +21.9% | -38.4% | +60.4% | +22.3% |
| 1Y | +15.8% | -44.7% | +60.5% | +16.0% |
| All | +15.8% | -46.3% | +62.1% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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