+183.8%
WWD vs EVRG
+45.7%
+138.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.6% | -1.5% |
| 7D | -2.9% | -0.7% | -2.2% | -2.7% |
| 30D | -6.6% | 0.0% | -6.6% | -6.6% |
| 3M | -9.3% | -1.0% | -8.4% | -9.1% |
| 6M | -13.6% | +1.0% | -14.6% | -14.1% |
| YTD | +10.4% | +15.1% | -4.7% | +5.1% |
| 1Y | +39.9% | +17.6% | +22.3% | +31.9% |
| 3Y | +165.0% | +70.5% | +94.6% | +117.2% |
| 5Y | +183.8% | +48.9% | +134.9% | +140.5% |
| All | +183.8% | +45.7% | +138.1% | +140.5% |
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