+72.4%
UBER vs EVRG
+90.1%
-17.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -4.9% | -1.2% | -3.7% | -4.6% |
| 3M | +3.0% | -0.6% | +3.7% | +3.1% |
| 6M | -4.4% | +2.4% | -6.8% | -5.4% |
| YTD | -12.3% | +15.5% | -27.7% | -16.2% |
| 1Y | -24.3% | +16.8% | -41.1% | -28.0% |
| 3Y | +46.4% | +75.0% | -28.6% | +22.5% |
| 5Y | +79.7% | +49.3% | +30.3% | +56.6% |
| All | +72.4% | +90.1% | -17.7% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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