+48.9%
EVRG vs UEC
+273.6%
-224.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.3% |
| 7D | -0.7% | -4.3% | +3.6% | -0.6% |
| 30D | 0.0% | -3.8% | +3.9% | 0.0% |
| 3M | -1.0% | +17.0% | -17.9% | -1.7% |
| 6M | +1.0% | -23.9% | +24.9% | +1.4% |
| YTD | +15.1% | -5.7% | +20.7% | +14.5% |
| 1Y | +17.6% | -12.5% | +30.1% | +16.9% |
| 3Y | +70.5% | +136.5% | -66.0% | +60.1% |
| 5Y | +48.9% | +243.3% | -194.4% | +37.0% |
| All | +48.9% | +273.6% | -224.7% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling