+99.2%
WMT vs EVRG
+72.0%
+27.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -2.5% | -0.7% | -1.8% | -2.3% |
| 30D | -6.4% | 0.0% | -6.4% | -6.4% |
| 3M | -12.1% | -1.0% | -11.2% | -11.9% |
| 6M | -15.0% | +1.0% | -15.9% | -15.3% |
| YTD | -4.5% | +15.1% | -19.6% | -8.0% |
| 1Y | +6.2% | +17.6% | -11.4% | +1.7% |
| All | +99.2% | +72.0% | +27.2% | +78.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling