+8.2%
MDB vs EVRG
+19.4%
-11.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | -0.3% |
| 7D | -4.5% | +0.6% | -5.1% | -4.1% |
| 30D | -14.0% | -0.2% | -13.8% | -14.1% |
| 3M | +5.3% | -0.5% | +5.8% | +5.6% |
| 6M | +31.9% | +0.2% | +31.7% | +32.6% |
| YTD | -14.6% | +14.9% | -29.5% | -4.0% |
| 1Y | +8.2% | +18.2% | -10.0% | +21.1% |
| All | +8.2% | +19.4% | -11.1% | +21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling