+100.6%
EVRG vs URA
+41.0%
+59.6%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.2% | +0.1% |
| 7D | +1.9% | -4.1% | +6.0% | +1.9% |
| 30D | +9.0% | -19.0% | +28.0% | +9.4% |
| 3M | +6.3% | -25.1% | +31.5% | +6.9% |
| 6M | +9.9% | -44.5% | +54.4% | +11.2% |
| YTD | +23.8% | -24.3% | +48.1% | +24.0% |
| 1Y | +19.9% | -28.1% | +48.0% | +20.2% |
| All | +100.6% | +41.0% | +59.6% | +102.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling