+135.9%
WMT vs EVRG
+48.0%
+87.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -7.4% | -1.2% | -6.2% | -7.0% |
| 3M | -10.9% | -0.6% | -10.3% | -10.7% |
| 6M | -12.7% | +2.4% | -15.1% | -13.5% |
| YTD | -3.2% | +15.5% | -18.7% | -7.8% |
| 1Y | +5.3% | +16.8% | -11.6% | -0.2% |
| 3Y | +101.9% | +75.0% | +26.9% | +67.7% |
| All | +135.9% | +48.0% | +87.9% | +104.9% |
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