+157.9%
MPWR vs EVRG
+48.0%
+109.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | -2.6% | +1.1% | -3.7% | -2.7% |
| 30D | -9.0% | -1.0% | -8.0% | -8.9% |
| 3M | -25.8% | +0.4% | -26.2% | -26.2% |
| 6M | +11.8% | -0.8% | +12.6% | +11.4% |
| YTD | +35.5% | +15.3% | +20.2% | +31.1% |
| 1Y | +45.3% | +17.9% | +27.4% | +39.9% |
| 3Y | +138.5% | +71.9% | +66.5% | +107.5% |
| All | +157.9% | +48.0% | +109.9% | +124.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling