+31.2%
WEC vs EVRG
+44.9%
-13.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | +0.2% |
| 7D | +0.4% | +0.6% | -0.2% | -0.1% |
| 30D | +0.9% | -0.2% | +1.1% | +1.1% |
| 3M | -5.3% | -0.5% | -4.9% | -4.9% |
| 6M | -6.6% | +0.2% | -6.8% | -6.7% |
| YTD | +3.3% | +14.9% | -11.6% | -7.8% |
| 1Y | +2.1% | +18.2% | -16.2% | -11.1% |
| 3Y | +39.6% | +70.2% | -30.6% | -10.5% |
| 5Y | +31.2% | +45.3% | -14.2% | -5.5% |
| All | +31.2% | +44.9% | -13.7% | -5.5% |
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