-7.0%
MDB vs EVRG
+18.7%
-25.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.4% |
| 7D | +11.6% | +1.0% | +10.6% | +12.6% |
| 30D | -8.9% | +7.5% | -16.4% | -2.1% |
| 3M | -22.4% | +6.8% | -29.2% | -17.2% |
| 6M | +10.1% | +7.7% | +2.3% | +19.5% |
| YTD | -19.0% | +24.9% | -43.9% | +4.6% |
| 1Y | -7.0% | +18.1% | -25.1% | +13.7% |
| All | -7.0% | +18.7% | -25.7% | +13.7% |
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 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