+634.5%
MRNA vs EVRG
+79.2%
+555.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | -8.2% | -0.7% | -7.5% | -8.1% |
| 30D | +125.6% | 0.0% | +125.5% | +125.6% |
| 3M | +197.1% | -1.0% | +198.0% | +197.4% |
| 6M | +148.5% | +1.0% | +147.5% | +147.7% |
| YTD | +363.3% | +15.1% | +348.2% | +351.9% |
| 1Y | +462.0% | +17.6% | +444.4% | +447.0% |
| 3Y | +26.9% | +70.5% | -43.5% | +15.6% |
| 5Y | -69.6% | +48.9% | -118.5% | -71.8% |
| All | +634.5% | +79.2% | +555.3% | +529.0% |
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 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