+7.0%
WMT vs EVRG
+17.4%
-10.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +3.9% | +1.1% | +2.8% | +3.5% |
| 30D | -4.4% | -1.0% | -3.4% | -4.0% |
| 3M | -8.8% | +0.4% | -9.2% | -9.0% |
| 6M | -15.6% | -0.8% | -14.8% | -15.5% |
| YTD | -3.2% | +15.3% | -18.6% | -6.8% |
| 1Y | +7.0% | +17.9% | -10.8% | +6.5% |
| All | +7.0% | +17.4% | -10.4% | +6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling