+806.4%
EVRG vs WCN
+8,080.5%
-7,274.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.4% | +2.6% | -1.2% | +0.8% |
| 30D | +7.4% | +23.9% | -16.5% | +2.3% |
| 3M | +7.2% | +17.4% | -10.2% | +3.3% |
| 6M | +9.5% | +28.0% | -18.5% | +3.4% |
| YTD | +25.6% | +11.6% | +14.0% | +21.9% |
| 1Y | +20.4% | +16.9% | +3.5% | +15.6% |
| 3Y | +108.8% | +51.6% | +57.2% | +89.1% |
| 5Y | +68.0% | +48.0% | +20.0% | +52.5% |
| 10Y | +124.6% | +322.6% | -198.0% | +68.5% |
| All | +806.4% | +8,080.5% | -7,274.2% | +400.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling