-0.5%
UNH vs EVRG
+48.0%
-48.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | -4.5% | +0.1% | -4.6% | -4.6% |
| 30D | -6.5% | -1.2% | -5.3% | -6.3% |
| 3M | -6.0% | -0.6% | -5.4% | -5.9% |
| 6M | +33.7% | +2.4% | +31.2% | +32.6% |
| YTD | +16.4% | +15.5% | +0.9% | +11.4% |
| 1Y | +10.1% | +16.8% | -6.8% | +5.1% |
| 3Y | -16.3% | +75.0% | -91.3% | -30.3% |
| All | -0.5% | +48.0% | -48.5% | -13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling