+37.0%
MDT vs EVRG
+113.9%
-76.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.9% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | +0.2% | -1.2% | +1.4% | +0.7% |
| 3M | +14.3% | -0.6% | +14.9% | +14.5% |
| 6M | +4.0% | +2.4% | +1.6% | +2.7% |
| YTD | -3.7% | +15.5% | -19.1% | -9.7% |
| 1Y | -0.4% | +16.8% | -17.2% | -7.2% |
| 3Y | +23.3% | +75.0% | -51.7% | -4.5% |
| 5Y | -18.9% | +49.3% | -68.2% | -33.4% |
| All | +37.0% | +113.9% | -76.9% | -2.4% |
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