+2,968.0%
MPC vs EVRG
+491.2%
+2,476.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.3% |
| 7D | -16.2% | +1.9% | -18.1% | -17.1% |
| 30D | -15.7% | +9.0% | -24.7% | -19.5% |
| 3M | +24.9% | +6.3% | +18.6% | +20.6% |
| 6M | +52.7% | +9.9% | +42.7% | +44.3% |
| YTD | +131.9% | +23.8% | +108.0% | +104.7% |
| 1Y | +96.6% | +19.9% | +76.7% | +76.5% |
| 3Y | +163.8% | +94.3% | +69.5% | +78.3% |
| 5Y | +533.1% | +64.6% | +468.5% | +358.6% |
| 10Y | +1,118.6% | +121.7% | +996.9% | +638.6% |
| All | +2,968.0% | +491.2% | +2,476.8% | +549.4% |
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