+997.3%
EVRG vs WCC
+1,535.5%
-538.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.1% | -7.6% | -0.6% |
| 7D | +1.7% | -5.7% | +7.4% | +2.2% |
| 30D | +8.7% | -13.5% | +22.1% | +10.3% |
| 3M | +6.4% | -12.9% | +19.3% | +7.7% |
| 6M | +9.4% | -10.7% | +20.1% | +9.9% |
| YTD | +24.5% | +30.0% | -5.5% | +18.1% |
| 1Y | +20.5% | +24.7% | -4.2% | +14.9% |
| 3Y | +101.6% | +136.6% | -35.0% | +70.4% |
| 5Y | +67.5% | +143.9% | -76.5% | +37.0% |
| 10Y | +122.3% | +465.9% | -343.6% | +49.2% |
| All | +997.3% | +1,535.5% | -538.2% | +419.6% |
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 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