+15.8%
EVRG vs MDY
+17.5%
-1.7%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | +2.3% | +1.7% | +0.6% | +2.2% |
| 30D | +9.0% | +1.2% | +7.8% | +8.9% |
| 3M | +3.7% | -3.5% | +7.2% | +4.0% |
| 6M | +6.8% | +3.5% | +3.3% | +6.4% |
| YTD | +21.9% | +13.6% | +8.3% | +18.9% |
| 1Y | +15.8% | +17.1% | -1.2% | +11.5% |
| All | +15.8% | +17.5% | -1.7% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1y: compounded portfolio wealth divided by compounded MDY 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…
1y analysis · Full analysis span regression · 6 months rolling