+65.1%
EVRG vs WCN
+48.0%
+17.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.4% | +2.6% | -1.2% | +0.5% |
| 30D | +7.4% | +23.9% | -16.5% | -0.9% |
| 3M | +7.2% | +17.4% | -10.2% | +0.9% |
| 6M | +9.5% | +28.0% | -18.5% | -0.6% |
| YTD | +25.6% | +11.6% | +14.0% | +19.7% |
| 1Y | +20.4% | +16.9% | +3.5% | +12.3% |
| 3Y | +108.8% | +51.6% | +57.2% | +69.7% |
| All | +65.1% | +48.0% | +17.2% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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