+0.7%
MCHP vs EVRG
+72.5%
-71.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.3% | +3.6% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -6.0% | -1.2% | -4.8% | -5.9% |
| 3M | -19.7% | -0.6% | -19.1% | -19.8% |
| 6M | +14.0% | +2.4% | +11.6% | +13.3% |
| YTD | +18.4% | +15.5% | +3.0% | +15.9% |
| 1Y | +17.1% | +16.8% | +0.3% | +14.3% |
| 3Y | +0.7% | +75.0% | -74.3% | -9.7% |
| All | +0.7% | +72.5% | -71.8% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling