+8,900.5%
WMT vs EVRG
+2,060.4%
+6,840.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | -0.2% | +0.6% | -0.8% | -0.4% |
| 30D | -5.8% | -0.2% | -5.6% | -5.8% |
| 3M | -10.8% | -0.5% | -10.3% | -10.7% |
| 6M | -14.3% | +0.2% | -14.5% | -14.5% |
| YTD | -4.4% | +14.9% | -19.3% | -7.9% |
| 1Y | +4.3% | +18.2% | -13.9% | -0.3% |
| 3Y | +100.1% | +70.2% | +29.9% | +72.7% |
| 5Y | +130.8% | +45.3% | +85.5% | +106.5% |
| 10Y | +433.7% | +112.4% | +321.3% | +321.1% |
| All | +8,900.5% | +2,060.4% | +6,840.1% | +3,497.3% |
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