+3,739.1%
MRK vs EVRG
+2,060.4%
+1,678.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | -2.7% | +0.6% | -3.3% | -2.9% |
| 30D | +12.7% | -0.2% | +12.9% | +12.7% |
| 3M | +24.2% | -0.5% | +24.7% | +24.4% |
| 6M | +27.8% | +0.2% | +27.6% | +27.7% |
| YTD | +42.2% | +14.9% | +27.3% | +35.9% |
| 1Y | +80.2% | +18.2% | +62.0% | +70.6% |
| 3Y | +48.4% | +70.2% | -21.8% | +24.2% |
| 5Y | +133.6% | +45.3% | +88.2% | +103.3% |
| 10Y | +236.2% | +112.4% | +123.8% | +150.0% |
| All | +3,739.1% | +2,060.4% | +1,678.7% | +1,160.9% |
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 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