+6,592.2%
MCD vs EVRG
+2,240.5%
+4,351.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.6% |
| 7D | +5.9% | +1.7% | +4.3% | +5.5% |
| 30D | +19.6% | +8.7% | +11.0% | +17.1% |
| 3M | +3.3% | +6.4% | -3.1% | +1.6% |
| 6M | +3.5% | +9.4% | -5.9% | +1.0% |
| YTD | -6.1% | +24.5% | -30.6% | -11.4% |
| 1Y | -3.7% | +20.5% | -24.1% | -8.4% |
| 3Y | +13.4% | +101.6% | -88.2% | -6.0% |
| 5Y | +25.2% | +67.5% | -42.3% | +8.2% |
| 10Y | +211.3% | +122.3% | +88.9% | +147.4% |
| All | +6,592.2% | +2,240.5% | +4,351.7% | +2,820.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling