+9,283.6%
UNP vs EVRG
+2,087.5%
+7,196.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | -0.7% | +0.9% | -1.6% | -1.1% |
| 30D | -1.1% | -0.5% | -0.6% | -1.0% |
| 3M | +7.9% | +1.5% | +6.3% | +7.2% |
| 6M | +14.6% | +1.2% | +13.5% | +14.1% |
| YTD | +26.6% | +16.3% | +10.3% | +20.0% |
| 1Y | +35.6% | +20.3% | +15.3% | +26.9% |
| 3Y | +45.5% | +72.3% | -26.8% | +19.4% |
| 5Y | +50.0% | +46.7% | +3.3% | +29.2% |
| 10Y | +271.8% | +113.8% | +158.0% | +174.5% |
| All | +9,283.6% | +2,087.5% | +7,196.1% | +3,378.0% |
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