+250.3%
EVRG vs WING
+405.9%
-155.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | +1.1% | -3.9% | +5.0% | +1.3% |
| 30D | -1.0% | -11.6% | +10.6% | -0.4% |
| 3M | +0.4% | -24.2% | +24.6% | +1.8% |
| 6M | -0.8% | -54.1% | +53.2% | +3.3% |
| YTD | +15.3% | -53.9% | +69.2% | +19.7% |
| 1Y | +17.9% | -64.4% | +82.2% | +24.2% |
| 3Y | +71.9% | -30.2% | +102.1% | +66.6% |
| 5Y | +45.3% | -34.1% | +79.4% | +38.8% |
| 10Y | +113.1% | +342.1% | -229.1% | +64.9% |
| All | +250.3% | +405.9% | -155.5% | +169.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling