-34.5%
UPS vs EVRG
+45.7%
-80.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -3.4% | -0.7% | -2.7% | -3.2% |
| 30D | -2.7% | 0.0% | -2.8% | -2.8% |
| 3M | -1.6% | -1.0% | -0.7% | -1.3% |
| 6M | +2.3% | +1.0% | +1.4% | +1.9% |
| YTD | +5.6% | +15.1% | -9.5% | +0.7% |
| 1Y | +27.1% | +17.6% | +9.5% | +20.0% |
| 3Y | -26.3% | +70.5% | -96.8% | -40.1% |
| 5Y | -34.5% | +48.9% | -83.3% | -45.0% |
| All | -34.5% | +45.7% | -80.1% | -45.0% |
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 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