+6,893.4%
URI vs EVRG
+673.6%
+6,219.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | -2.0% | +1.1% | -3.1% | -2.5% |
| 30D | -12.9% | -1.0% | -11.9% | -12.6% |
| 3M | -6.7% | +0.4% | -7.1% | -7.1% |
| 6M | +19.0% | -0.8% | +19.8% | +19.3% |
| YTD | +25.5% | +15.3% | +10.2% | +16.7% |
| 1Y | +5.5% | +17.9% | -12.3% | -3.0% |
| 3Y | +111.3% | +71.9% | +39.4% | +59.8% |
| 5Y | +198.6% | +45.3% | +153.3% | +142.1% |
| 10Y | +1,179.9% | +113.1% | +1,066.9% | +724.1% |
| All | +6,893.4% | +673.6% | +6,219.8% | +1,777.3% |
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