+48.9%
EVRG vs WCN
+25.5%
+23.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.6% |
| 7D | -0.7% | -4.4% | +3.7% | +1.0% |
| 30D | 0.0% | -4.4% | +4.5% | +1.7% |
| 3M | -1.0% | +0.5% | -1.4% | -1.3% |
| 6M | +1.0% | -3.3% | +4.2% | +1.8% |
| YTD | +15.1% | -8.5% | +23.6% | +18.2% |
| 1Y | +17.6% | -8.9% | +26.5% | +20.8% |
| 3Y | +70.5% | +18.0% | +52.4% | +54.0% |
| 5Y | +48.9% | +25.0% | +23.8% | +28.6% |
| All | +48.9% | +25.5% | +23.4% | +28.6% |
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