+45.3%
EVRG vs WING
-33.6%
+78.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.3% | -1.3% |
| 7D | +0.6% | -2.3% | +2.8% | +0.6% |
| 30D | -0.2% | -5.6% | +5.4% | -0.1% |
| 3M | -0.5% | -22.9% | +22.5% | +0.1% |
| 6M | +0.2% | -50.4% | +50.6% | +1.8% |
| YTD | +14.9% | -53.3% | +68.2% | +16.7% |
| 1Y | +18.2% | -61.2% | +79.4% | +20.8% |
| 3Y | +70.2% | -30.1% | +100.2% | +63.4% |
| 5Y | +45.3% | -35.0% | +80.4% | +32.2% |
| All | +45.3% | -33.6% | +78.9% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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