+75.9%
UBER vs EVRG
+91.6%
-15.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.3% | -3.7% |
| 7D | -2.8% | +0.9% | -3.7% | -3.1% |
| 30D | -2.5% | -0.5% | -2.0% | -2.5% |
| 3M | +4.4% | +1.5% | +2.9% | +3.8% |
| 6M | -2.7% | +1.2% | -3.8% | -3.3% |
| YTD | -10.5% | +16.3% | -26.8% | -14.7% |
| 1Y | -22.5% | +20.3% | -42.8% | -26.9% |
| 3Y | +54.8% | +72.3% | -17.5% | +30.1% |
| 5Y | +82.5% | +46.7% | +35.8% | +60.1% |
| All | +75.9% | +91.6% | -15.6% | +47.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling