+17.6%
EVRG vs WCC
+62.7%
-45.1%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.2% |
| 7D | -0.7% | +1.7% | -2.4% | -0.7% |
| 30D | 0.0% | -6.1% | +6.1% | +0.1% |
| 3M | -1.0% | +3.1% | -4.0% | -0.9% |
| 6M | +1.0% | +28.2% | -27.3% | +0.5% |
| YTD | +15.1% | +41.1% | -26.0% | +14.4% |
| 1Y | +17.6% | +61.3% | -43.7% | +17.9% |
| All | +17.6% | +62.7% | -45.1% | +17.9% |
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