+611.7%
EVRG vs UEC
+0.2%
+611.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.6% | +0.7% |
| 7D | +1.4% | -3.8% | +5.2% | +1.5% |
| 30D | +7.4% | -13.5% | +20.9% | +7.9% |
| 3M | +7.2% | -40.5% | +47.7% | +9.2% |
| 6M | +9.5% | -56.7% | +66.1% | +12.6% |
| YTD | +25.6% | -43.0% | +68.6% | +27.1% |
| 1Y | +20.4% | -42.5% | +62.9% | +21.5% |
| 3Y | +108.8% | +11.6% | +97.3% | +100.8% |
| 5Y | +68.0% | +21.8% | +46.2% | +56.7% |
| 10Y | +124.6% | +623.9% | -499.3% | +79.8% |
| All | +611.7% | +0.2% | +611.6% | +423.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling