+259.3%
UPS vs EVRG
+1,318.4%
-1,059.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.3% | +1.6% |
| 7D | +3.8% | +1.4% | +2.4% | +3.3% |
| 30D | +17.4% | +7.4% | +10.0% | +14.7% |
| 3M | +8.2% | +7.2% | +1.0% | +5.8% |
| 6M | +17.9% | +9.5% | +8.5% | +14.4% |
| YTD | +18.7% | +25.6% | -6.9% | +10.1% |
| 1Y | +24.8% | +20.4% | +4.5% | +17.3% |
| 3Y | -4.5% | +108.8% | -113.4% | -25.6% |
| 5Y | -33.2% | +68.0% | -101.2% | -44.6% |
| 10Y | +44.2% | +124.6% | -80.4% | +5.7% |
| All | +259.3% | +1,318.4% | -1,059.1% | +66.0% |
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