+3,270.6%
MRSH vs EVRG
+2,064.1%
+1,206.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | -5.9% | -0.7% | -5.2% | -5.7% |
| 30D | -7.3% | 0.0% | -7.3% | -7.4% |
| 3M | +6.7% | -1.0% | +7.6% | +6.9% |
| 6M | +3.0% | +1.0% | +2.0% | +2.4% |
| YTD | -2.9% | +15.1% | -18.0% | -7.8% |
| 1Y | -9.0% | +17.6% | -26.6% | -14.2% |
| 3Y | -4.3% | +70.5% | -74.8% | -21.1% |
| 5Y | +19.4% | +48.9% | -29.4% | +2.5% |
| 10Y | +218.1% | +112.8% | +105.3% | +134.9% |
| All | +3,270.6% | +2,064.1% | +1,206.5% | +1,139.8% |
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