+40.4%
MAS vs EVRG
+15.1%
+25.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.9% | +4.8% | +5.1% |
| 7D | +14.2% | +2.3% | +11.8% | +12.7% |
| 30D | +26.8% | +9.0% | +17.8% | +20.7% |
| 3M | +13.1% | +3.7% | +9.4% | +10.7% |
| 6M | +27.9% | +6.8% | +21.1% | +24.3% |
| YTD | +38.7% | +21.9% | +16.7% | +24.6% |
| 1Y | +40.4% | +15.8% | +24.6% | +28.0% |
| All | +40.4% | +15.1% | +25.3% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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