+6,923.6%
MCK vs EVRG
+1,269.7%
+5,653.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -2.9% | +0.1% | -3.0% | -3.0% |
| 30D | +0.4% | -1.2% | +1.6% | +0.8% |
| 3M | +12.1% | -0.6% | +12.7% | +12.2% |
| 6M | -5.4% | +2.4% | -7.9% | -6.3% |
| YTD | +7.8% | +15.5% | -7.7% | +2.8% |
| 1Y | +22.9% | +16.8% | +6.1% | +16.9% |
| 3Y | +110.7% | +75.0% | +35.7% | +75.3% |
| 5Y | +346.2% | +49.3% | +296.8% | +286.9% |
| 10Y | +440.1% | +113.5% | +326.7% | +313.2% |
| All | +6,923.6% | +1,269.7% | +5,653.9% | +3,394.1% |
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