+111.3%
EVRG vs UUUU
+465.5%
-354.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.5% |
| 7D | +0.1% | -10.5% | +10.6% | +0.5% |
| 30D | -1.2% | -10.5% | +9.3% | -0.9% |
| 3M | -0.6% | -14.1% | +13.5% | -0.3% |
| 6M | +2.4% | -35.5% | +37.9% | +3.5% |
| YTD | +15.5% | -10.9% | +26.4% | +14.6% |
| 1Y | +16.8% | +3.4% | +13.5% | +14.5% |
| 3Y | +75.0% | +73.1% | +1.9% | +64.6% |
| 5Y | +49.3% | +87.1% | -37.8% | +36.8% |
| All | +111.3% | +465.5% | -354.2% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling