+5.5%
URI vs EVRG
+18.5%
-13.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.2% |
| 7D | +2.5% | +0.9% | +1.6% | +2.2% |
| 30D | -12.5% | -0.5% | -12.0% | -12.4% |
| 3M | -6.2% | +1.5% | -7.7% | -6.8% |
| 6M | +25.9% | +1.2% | +24.7% | +23.5% |
| YTD | +26.2% | +16.3% | +9.9% | +19.9% |
| 1Y | +5.5% | +20.3% | -14.8% | +5.6% |
| All | +5.5% | +18.5% | -13.0% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling