+34.9%
MAS vs EVRG
+19.9%
+14.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.1% | -2.0% |
| 7D | +2.0% | +1.9% | +0.1% | +0.9% |
| 30D | +19.4% | +9.0% | +10.4% | +13.6% |
| 3M | +9.4% | +6.3% | +3.1% | +5.5% |
| 6M | +15.3% | +9.9% | +5.4% | +10.4% |
| YTD | +31.3% | +23.8% | +7.5% | +17.7% |
| 1Y | +34.9% | +19.9% | +15.0% | +21.7% |
| All | +34.9% | +19.9% | +14.9% | +21.7% |
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