+36.4%
UPS vs EVRG
+113.9%
-77.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | -2.0% | -1.2% | -0.7% | -1.6% |
| 3M | -6.2% | -0.6% | -5.6% | -6.1% |
| 6M | +2.8% | +2.4% | +0.3% | +1.7% |
| YTD | +5.9% | +15.5% | -9.6% | +0.5% |
| 1Y | +26.2% | +16.8% | +9.4% | +19.1% |
| 3Y | -26.0% | +75.0% | -101.0% | -40.3% |
| 5Y | -34.3% | +49.3% | -83.6% | -44.3% |
| All | +36.4% | +113.9% | -77.6% | +2.5% |
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 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