-4.1%
WAT vs EVRG
+44.9%
-49.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.9% |
| 7D | -1.8% | +0.6% | -2.3% | -2.0% |
| 30D | -1.7% | -0.2% | -1.5% | -1.7% |
| 3M | +9.1% | -0.5% | +9.5% | +9.1% |
| 6M | +32.4% | +0.2% | +32.3% | +31.8% |
| YTD | +6.6% | +14.9% | -8.3% | 0.0% |
| 1Y | +34.7% | +18.2% | +16.5% | +24.6% |
| 3Y | +53.6% | +70.2% | -16.6% | +19.8% |
| 5Y | -4.1% | +45.3% | -49.4% | -23.8% |
| All | -4.1% | +44.9% | -49.0% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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