+81.6%
MDLZ vs EVRG
+112.9%
-31.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.8% |
| 7D | 0.0% | +0.6% | -0.6% | -0.3% |
| 30D | +1.4% | -0.2% | +1.7% | +1.5% |
| 3M | 0.0% | -0.5% | +0.5% | +0.2% |
| 6M | +9.1% | +0.2% | +9.0% | +8.9% |
| YTD | +17.9% | +14.9% | +3.1% | +10.8% |
| 1Y | +3.2% | +18.2% | -15.0% | -4.3% |
| 3Y | -2.5% | +70.2% | -72.7% | -23.6% |
| 5Y | +17.6% | +45.3% | -27.8% | -2.1% |
| All | +81.6% | +112.9% | -31.2% | +29.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling