+15,273.9%
WWD vs EVRG
+1,334.9%
+13,939.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.4% |
| 7D | +0.8% | +0.9% | -0.1% | +0.4% |
| 30D | -6.4% | -0.5% | -5.9% | -6.2% |
| 3M | -5.6% | +1.5% | -7.1% | -6.4% |
| 6M | -9.1% | +1.2% | -10.3% | -9.9% |
| YTD | +12.5% | +16.3% | -3.8% | +4.1% |
| 1Y | +41.3% | +20.3% | +21.1% | +28.3% |
| 3Y | +170.2% | +72.3% | +97.9% | +102.6% |
| 5Y | +192.5% | +46.7% | +145.8% | +134.3% |
| 10Y | +476.9% | +113.8% | +363.1% | +277.0% |
| All | +15,273.9% | +1,334.9% | +13,939.0% | +5,012.4% |
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