+5,933.7%
WPM vs EVRG
+716.5%
+5,217.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | +7.0% | +0.9% | +6.1% | +6.6% |
| 30D | +15.7% | -0.5% | +16.3% | +15.9% |
| 3M | +35.2% | +1.5% | +33.7% | +33.9% |
| 6M | +6.1% | +1.2% | +4.9% | +5.1% |
| YTD | +32.6% | +16.3% | +16.2% | +23.1% |
| 1Y | +46.9% | +20.3% | +26.6% | +34.3% |
| 3Y | +276.3% | +72.3% | +204.0% | +190.9% |
| 5Y | +260.0% | +46.7% | +213.3% | +196.2% |
| 10Y | +508.5% | +113.8% | +394.7% | +269.5% |
| All | +5,933.7% | +716.5% | +5,217.2% | +1,267.4% |
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