+12,071.9%
WAT vs EVRG
+1,100.2%
+10,971.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.6% |
| 7D | +0.6% | +1.4% | -0.8% | +0.1% |
| 30D | +5.4% | +7.4% | -2.0% | +2.9% |
| 3M | +11.3% | +7.2% | +4.1% | +8.6% |
| 6M | +37.4% | +9.5% | +27.9% | +33.0% |
| YTD | +21.2% | +25.6% | -4.4% | +11.7% |
| 1Y | +21.3% | +20.4% | +1.0% | +13.4% |
| 3Y | +83.4% | +108.8% | -25.4% | +42.1% |
| 5Y | +29.0% | +68.0% | -39.0% | +6.7% |
| 10Y | +223.9% | +124.6% | +99.3% | +137.0% |
| All | +12,071.9% | +1,100.2% | +10,971.7% | +5,210.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling