+49.1%
EVRG vs UUUU
+88.5%
-39.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | +0.3% |
| 7D | -0.7% | -5.0% | +4.3% | -0.6% |
| 30D | 0.0% | -7.8% | +7.8% | +0.2% |
| 3M | -1.0% | -0.4% | -0.5% | -1.1% |
| 6M | +1.0% | -32.9% | +33.9% | +1.7% |
| YTD | +15.1% | -6.3% | +21.3% | +14.1% |
| 1Y | +17.6% | +7.9% | +9.7% | +15.4% |
| 3Y | +70.5% | +85.2% | -14.7% | +61.2% |
| All | +49.1% | +88.5% | -39.4% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling