+209.8%
MGY vs EVRG
+115.0%
+94.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +1.8% | -0.7% | +2.5% | +2.1% |
| 30D | +6.5% | 0.0% | +6.5% | +6.5% |
| 3M | +0.3% | -1.0% | +1.3% | +0.6% |
| 6M | -2.4% | +1.0% | -3.4% | -3.1% |
| YTD | +29.0% | +15.1% | +13.9% | +21.6% |
| 1Y | +17.0% | +17.6% | -0.5% | +9.3% |
| 3Y | +26.2% | +70.5% | -44.3% | +0.6% |
| 5Y | +92.3% | +48.9% | +43.5% | +60.4% |
| All | +209.8% | +115.0% | +94.9% | +158.7% |
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 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