+1,007.1%
EVRG vs WCC
+1,563.0%
-555.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.2% | +0.8% |
| 7D | +1.4% | +9.9% | -8.5% | +0.1% |
| 30D | +7.4% | -8.4% | +15.8% | +8.2% |
| 3M | +7.2% | -10.3% | +17.6% | +8.1% |
| 6M | +9.5% | -10.5% | +19.9% | +9.9% |
| YTD | +25.6% | +32.2% | -6.6% | +18.9% |
| 1Y | +20.3% | +25.5% | -5.2% | +14.6% |
| 3Y | +108.8% | +134.7% | -25.9% | +76.7% |
| 5Y | +67.9% | +139.9% | -72.0% | +37.7% |
| 10Y | +124.6% | +433.5% | -308.9% | +52.1% |
| All | +1,007.1% | +1,563.0% | -555.9% | +423.0% |
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