-5.6%
MDB vs EVRG
+72.7%
-78.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.3% | -3.2% |
| 7D | -18.0% | +0.9% | -18.9% | -17.8% |
| 30D | -10.7% | -0.5% | -10.2% | -10.8% |
| 3M | +1.0% | +1.5% | -0.5% | +1.5% |
| 6M | +31.6% | +1.2% | +30.5% | +32.3% |
| YTD | -15.2% | +16.3% | -31.5% | -12.8% |
| 1Y | +10.1% | +20.3% | -10.1% | +13.3% |
| 3Y | -5.6% | +72.3% | -78.0% | +2.8% |
| All | -5.6% | +72.7% | -78.3% | +2.8% |
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 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