+6,609.6%
MCD vs EVRG
+2,252.5%
+4,357.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | +0.1% |
| 7D | +7.3% | +3.5% | +3.8% | +6.3% |
| 30D | +20.0% | +9.2% | +10.7% | +17.2% |
| 3M | +3.8% | +8.6% | -4.8% | +1.6% |
| 6M | +3.8% | +10.0% | -6.2% | +1.1% |
| YTD | -5.9% | +25.1% | -31.0% | -11.3% |
| 1Y | -3.2% | +19.5% | -22.8% | -7.8% |
| 3Y | +13.3% | +102.3% | -89.0% | -6.1% |
| 5Y | +25.2% | +66.8% | -41.6% | +8.3% |
| 10Y | +213.3% | +125.0% | +88.3% | +148.3% |
| All | +6,609.6% | +2,252.5% | +4,357.1% | +2,823.8% |
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 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