+46.7%
EVRG vs URA
+131.0%
-84.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.3% | +0.7% |
| 7D | +0.9% | +8.1% | -7.2% | +0.4% |
| 30D | -0.5% | +5.8% | -6.3% | -0.9% |
| 3M | +1.5% | +3.4% | -1.9% | +1.2% |
| 6M | +1.2% | -2.6% | +3.8% | +0.9% |
| YTD | +16.3% | +11.2% | +5.2% | +14.7% |
| 1Y | +20.3% | +19.8% | +0.4% | +17.4% |
| 3Y | +72.3% | +121.5% | -49.1% | +57.3% |
| 5Y | +46.7% | +134.5% | -87.8% | +31.2% |
| All | +46.7% | +131.0% | -84.3% | +31.2% |
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 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