+74.7%
MRK vs EVRG
+17.7%
+56.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.9% | -0.7% |
| 7D | -4.3% | +0.1% | -4.4% | -4.3% |
| 30D | +8.3% | -1.2% | +9.5% | +8.8% |
| 3M | +20.0% | -0.6% | +20.7% | +20.7% |
| 6M | +25.7% | +2.4% | +23.2% | +25.1% |
| YTD | +38.7% | +15.5% | +23.3% | +33.0% |
| 1Y | +74.7% | +16.8% | +57.9% | +64.9% |
| All | +74.7% | +17.7% | +56.9% | +64.9% |
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 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