+134,607.8%
UNH vs EVRG
+2,060.4%
+132,547.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.5% |
| 7D | -1.7% | +0.6% | -2.2% | -1.8% |
| 30D | -3.8% | -0.2% | -3.6% | -3.8% |
| 3M | -4.3% | -0.5% | -3.8% | -4.2% |
| 6M | +38.6% | +0.2% | +38.4% | +38.2% |
| YTD | +20.7% | +14.9% | +5.8% | +14.8% |
| 1Y | +16.0% | +18.2% | -2.2% | +9.3% |
| 3Y | -13.5% | +70.2% | -83.6% | -28.7% |
| 5Y | +3.5% | +45.3% | -41.8% | -10.8% |
| 10Y | +245.3% | +112.4% | +132.9% | +158.6% |
| All | +134,607.8% | +2,060.4% | +132,547.4% | +48,911.4% |
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