+66.6%
EVRG vs URA
+25.3%
+41.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.2% | -0.1% |
| 7D | +1.9% | -4.1% | +6.0% | +2.1% |
| 30D | +9.0% | -19.0% | +28.0% | +10.4% |
| 3M | +6.3% | -25.1% | +31.5% | +8.1% |
| 6M | +9.9% | -44.5% | +54.4% | +13.9% |
| YTD | +23.8% | -24.3% | +48.1% | +24.6% |
| 1Y | +19.9% | -28.1% | +48.0% | +21.0% |
| 3Y | +94.3% | +40.7% | +53.6% | +79.7% |
| All | +66.6% | +25.3% | +41.3% | +49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling