+25.7%
WWD vs EVRG
+19.2%
+6.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | +4.0% | +1.4% | +2.5% | +3.8% |
| 30D | +0.4% | +7.4% | -7.0% | -0.6% |
| 3M | -7.9% | +7.2% | -15.1% | -8.9% |
| 6M | -10.6% | +9.5% | -20.1% | -12.0% |
| YTD | +9.4% | +25.6% | -16.2% | +7.0% |
| 1Y | +25.7% | +20.4% | +5.4% | +21.1% |
| All | +25.7% | +19.2% | +6.5% | +21.1% |
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 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