+16.8%
EVRG vs WU
-9.1%
+25.9%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | +0.1% | -3.5% | +3.6% | +0.1% |
| 30D | -1.2% | -2.9% | +1.7% | -1.2% |
| 3M | -0.6% | -2.3% | +1.6% | -0.4% |
| 6M | +2.4% | -25.4% | +27.8% | +1.8% |
| YTD | +15.5% | -21.2% | +36.7% | +14.9% |
| 1Y | +16.8% | -8.9% | +25.7% | +16.5% |
| All | +16.8% | -9.1% | +25.9% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling