+4,021.5%
WEC vs EVRG
+2,087.5%
+1,934.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.6% |
| 7D | +0.8% | +0.9% | -0.1% | +0.4% |
| 30D | +0.3% | -0.5% | +0.9% | +0.6% |
| 3M | -2.9% | +1.5% | -4.4% | -3.6% |
| 6M | -5.9% | +1.2% | -7.1% | -6.4% |
| YTD | +4.1% | +16.3% | -12.2% | -3.3% |
| 1Y | +3.1% | +20.3% | -17.1% | -5.9% |
| 3Y | +40.8% | +72.3% | -31.5% | +7.7% |
| 5Y | +31.7% | +46.7% | -15.0% | +9.3% |
| 10Y | +141.1% | +113.8% | +27.3% | +67.8% |
| All | +4,021.5% | +2,087.5% | +1,934.0% | +1,100.1% |
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