+1,135.3%
MPC vs EVRG
+124.9%
+1,010.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.5% | +3.5% |
| 7D | +2.6% | +2.5% | +0.1% | +1.4% |
| 30D | -12.2% | +8.4% | -20.6% | -15.7% |
| 3M | +20.1% | +8.6% | +11.5% | +15.2% |
| 6M | +60.6% | +7.7% | +52.9% | +54.0% |
| YTD | +150.6% | +25.0% | +125.6% | +122.1% |
| 1Y | +104.7% | +18.7% | +85.9% | +86.0% |
| 3Y | +194.5% | +102.1% | +92.4% | +99.3% |
| 5Y | +582.3% | +66.8% | +515.4% | +400.8% |
| 10Y | +1,135.3% | +123.5% | +1,011.8% | +779.9% |
| All | +1,135.3% | +124.9% | +1,010.4% | +779.9% |
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