+23.0%
MMM vs EVRG
+15.1%
+7.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.9% | +8.7% | +9.3% |
| 7D | +12.2% | +2.3% | +9.9% | +11.5% |
| 30D | +18.8% | +9.0% | +9.8% | +16.3% |
| 3M | +7.4% | +3.7% | +3.7% | +6.2% |
| 6M | +38.3% | +6.8% | +31.5% | +35.7% |
| YTD | +22.9% | +21.9% | +0.9% | +16.8% |
| 1Y | +23.0% | +15.8% | +7.2% | +18.8% |
| All | +23.0% | +15.1% | +7.9% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling