+279.6%
EVRG vs WING
+672.3%
-392.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | 0.0% |
| 7D | +2.5% | -0.5% | +3.0% | +2.5% |
| 30D | +8.4% | +32.3% | -23.9% | +6.5% |
| 3M | +8.6% | +50.2% | -41.6% | +5.8% |
| 6M | +7.7% | +31.7% | -24.0% | +5.4% |
| YTD | +25.0% | -29.6% | +54.6% | +26.3% |
| 1Y | +18.7% | -29.7% | +48.5% | +19.9% |
| 3Y | +102.1% | -19.8% | +121.8% | +96.1% |
| 5Y | +66.8% | +3.1% | +63.8% | +55.1% |
| 10Y | +123.5% | +682.9% | -559.4% | +67.2% |
| All | +279.6% | +672.3% | -392.8% | +184.1% |
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