+536.2%
EVRG vs URA
-51.6%
+587.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | +0.3% |
| 7D | +1.0% | +4.5% | -3.5% | +0.5% |
| 30D | +7.5% | -13.4% | +20.9% | +9.0% |
| 3M | +6.8% | -28.4% | +35.2% | +10.4% |
| 6M | +7.7% | -40.5% | +48.2% | +13.2% |
| YTD | +24.9% | -24.3% | +49.1% | +26.6% |
| 1Y | +18.1% | -28.8% | +46.9% | +20.4% |
| 3Y | +101.9% | +37.6% | +64.3% | +85.0% |
| 5Y | +67.0% | +30.7% | +36.3% | +50.9% |
| 10Y | +123.3% | +266.8% | -143.5% | +59.8% |
| All | +536.2% | -51.6% | +587.8% | +481.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling