+916.9%
EVRG vs WCC
+1,713.7%
-796.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.3% | -1.0% |
| 7D | +1.1% | +4.5% | -3.4% | +0.5% |
| 30D | -1.0% | -5.8% | +4.8% | -0.3% |
| 3M | +0.4% | -3.7% | +4.1% | +0.4% |
| 6M | -0.8% | +23.1% | -23.9% | -4.4% |
| YTD | +15.3% | +44.2% | -28.8% | +8.5% |
| 1Y | +17.9% | +62.1% | -44.2% | +8.8% |
| 3Y | +71.9% | +121.1% | -49.2% | +47.4% |
| 5Y | +45.3% | +214.0% | -168.7% | +15.1% |
| 10Y | +113.1% | +472.8% | -359.7% | +43.3% |
| All | +916.9% | +1,713.7% | -796.8% | +377.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling