+17.8%
EVRG vs WCC
+13.9%
+3.9%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -9.6% | +10.9% | +1.3% |
| 7D | +2.3% | -21.9% | +24.2% | +2.3% |
| 30D | +8.8% | -25.4% | +34.2% | +8.8% |
| 3M | +6.1% | -23.1% | +29.2% | +6.1% |
| 6M | +8.9% | -18.1% | +27.0% | +9.0% |
| YTD | +23.6% | +17.7% | +6.0% | +21.6% |
| 1Y | +17.8% | +12.4% | +5.5% | +15.1% |
| All | +17.8% | +13.9% | +3.9% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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