+17.6%
EVRG vs UEC
-8.9%
+26.4%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.2% |
| 7D | -0.7% | -4.3% | +3.6% | -0.6% |
| 30D | 0.0% | -3.8% | +3.9% | +0.1% |
| 3M | -1.0% | +17.0% | -17.9% | -1.5% |
| 6M | +1.0% | -23.9% | +24.9% | +1.4% |
| YTD | +15.1% | -5.7% | +20.7% | +15.0% |
| 1Y | +17.6% | -12.5% | +30.1% | +18.4% |
| All | +17.6% | -8.9% | +26.4% | +18.4% |
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