+45.3%
EVRG vs WCC
+228.2%
-182.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | +0.6% | +6.8% | -6.2% | +0.1% |
| 30D | -0.2% | -3.0% | +2.8% | -0.1% |
| 3M | -0.5% | +0.2% | -0.7% | -0.7% |
| 6M | +0.2% | +33.2% | -33.0% | -2.5% |
| YTD | +14.9% | +45.8% | -30.9% | +10.8% |
| 1Y | +18.2% | +68.4% | -50.2% | +12.4% |
| 3Y | +70.2% | +131.1% | -60.9% | +53.5% |
| 5Y | +45.3% | +225.6% | -180.3% | +25.6% |
| All | +45.3% | +228.2% | -182.9% | +25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling