+36.1%
MRNA vs EVRG
+72.5%
-36.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.1% | +5.3% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | +126.1% | -1.2% | +127.3% | +126.7% |
| 3M | +190.0% | -0.6% | +190.6% | +190.3% |
| 6M | +157.2% | +2.4% | +154.8% | +155.4% |
| YTD | +388.2% | +15.5% | +372.7% | +368.4% |
| 1Y | +467.0% | +16.8% | +450.2% | +445.9% |
| 3Y | +36.1% | +75.0% | -38.9% | +8.0% |
| All | +36.1% | +72.5% | -36.4% | +8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling