+18,229.0%
WDC vs EVRG
+2,087.5%
+16,141.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.3% | +1.8% |
| 7D | +6.0% | +0.9% | +5.1% | +5.6% |
| 30D | +9.9% | -0.5% | +10.5% | +10.1% |
| 3M | -9.4% | +1.5% | -10.9% | -10.4% |
| 6M | +94.7% | +1.2% | +93.6% | +92.4% |
| YTD | +177.4% | +16.3% | +161.0% | +160.0% |
| 1Y | +412.6% | +20.3% | +392.3% | +373.4% |
| 3Y | +1,359.8% | +72.3% | +1,287.5% | +1,063.3% |
| 5Y | +992.6% | +46.7% | +945.9% | +815.1% |
| 10Y | +1,245.5% | +113.8% | +1,131.7% | +860.1% |
| All | +18,229.0% | +2,087.5% | +16,141.5% | +5,490.7% |
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