+25.2%
MCD vs EVRG
+68.4%
-43.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.6% |
| 7D | +5.9% | +1.7% | +4.3% | +5.3% |
| 30D | +19.6% | +8.7% | +11.0% | +16.2% |
| 3M | +3.3% | +6.4% | -3.1% | +1.0% |
| 6M | +3.5% | +9.4% | -5.9% | +0.2% |
| YTD | -6.1% | +24.5% | -30.6% | -13.2% |
| 1Y | -3.7% | +20.5% | -24.1% | -9.9% |
| 3Y | +13.4% | +101.6% | -88.2% | -11.5% |
| 5Y | +25.2% | +67.5% | -42.3% | +2.8% |
| All | +25.2% | +68.4% | -43.3% | +2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling