+7,830.4%
MDT vs EVRG
+2,087.5%
+5,742.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.7% | -2.2% |
| 7D | +0.4% | +0.9% | -0.5% | +0.1% |
| 30D | +6.0% | -0.5% | +6.5% | +6.1% |
| 3M | +15.5% | +1.5% | +14.0% | +14.9% |
| 6M | +3.4% | +1.2% | +2.2% | +2.9% |
| YTD | -2.2% | +16.3% | -18.5% | -7.0% |
| 1Y | +2.6% | +20.3% | -17.7% | -3.6% |
| 3Y | +27.5% | +72.3% | -44.8% | +6.1% |
| 5Y | -20.1% | +46.7% | -66.8% | -30.5% |
| 10Y | +39.1% | +113.8% | -74.7% | +5.8% |
| All | +7,830.4% | +2,087.5% | +5,742.9% | +3,246.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling