+111.3%
EVRG vs MTCH
+208.0%
-96.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | +0.2% |
| 7D | +0.1% | +1.3% | -1.2% | 0.0% |
| 30D | -1.2% | +15.9% | -17.1% | -2.4% |
| 3M | -0.6% | +23.3% | -23.9% | -2.4% |
| 6M | +2.4% | +40.1% | -37.7% | -0.6% |
| YTD | +15.5% | +33.6% | -18.1% | +12.4% |
| 1Y | +16.8% | +14.1% | +2.7% | +15.1% |
| 3Y | +75.0% | +1.4% | +73.6% | +72.0% |
| 5Y | +49.3% | -73.1% | +122.5% | +60.9% |
| All | +111.3% | +208.0% | -96.8% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 10y: compounded portfolio wealth divided by compounded MTCH 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…
10y analysis · Full analysis span regression · 6 months rolling