+577.7%
EVRG vs UUUU
-92.0%
+669.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -1.2% |
| 7D | +0.6% | +1.8% | -1.3% | +0.5% |
| 30D | -0.2% | +1.8% | -2.1% | -0.3% |
| 3M | -0.5% | +1.3% | -1.7% | -0.6% |
| 6M | +0.2% | -26.8% | +27.0% | +0.6% |
| YTD | +14.9% | +0.1% | +14.8% | +14.1% |
| 1Y | +18.2% | +11.2% | +7.0% | +16.6% |
| 3Y | +70.2% | +97.7% | -27.5% | +63.4% |
| 5Y | +45.3% | +127.3% | -82.0% | +37.4% |
| 10Y | +112.4% | +532.6% | -420.2% | +88.5% |
| All | +577.7% | -92.0% | +669.6% | +499.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling