+66.8%
EVRG vs WING
+3.2%
+63.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | -0.1% |
| 7D | +2.5% | -0.5% | +3.0% | +2.5% |
| 30D | +8.4% | +32.3% | -23.9% | +7.6% |
| 3M | +8.6% | +50.2% | -41.6% | +7.4% |
| 6M | +7.7% | +31.7% | -24.0% | +6.8% |
| YTD | +25.0% | -29.6% | +54.6% | +25.6% |
| 1Y | +18.7% | -29.7% | +48.5% | +19.3% |
| 3Y | +102.1% | -19.8% | +121.8% | +95.7% |
| 5Y | +66.8% | +3.1% | +63.8% | +52.5% |
| All | +66.8% | +3.2% | +63.6% | +52.5% |
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