+1,134.0%
MPC vs EVRG
+114.7%
+1,019.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +1.9% |
| 7D | +3.9% | +0.9% | +3.0% | +3.4% |
| 30D | +33.8% | -0.5% | +34.3% | +34.0% |
| 3M | +49.9% | +1.5% | +48.3% | +48.4% |
| 6M | +80.9% | +1.2% | +79.8% | +78.7% |
| YTD | +147.4% | +16.3% | +131.1% | +127.3% |
| 1Y | +123.2% | +20.3% | +102.9% | +101.2% |
| 3Y | +171.7% | +72.3% | +99.4% | +99.4% |
| 5Y | +678.6% | +46.7% | +631.9% | +512.1% |
| 10Y | +1,134.0% | +113.8% | +1,020.2% | +746.6% |
| All | +1,134.0% | +114.7% | +1,019.3% | +746.6% |
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