+800.7%
MSCI vs EVRG
+123.0%
+677.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | +2.7% | +3.5% | -0.8% | +1.2% |
| 30D | +16.2% | +9.2% | +7.0% | +12.1% |
| 3M | +17.1% | +8.6% | +8.4% | +13.0% |
| 6M | +13.0% | +10.0% | +3.1% | +8.3% |
| YTD | +15.8% | +25.1% | -9.3% | +4.5% |
| 1Y | +15.5% | +19.5% | -4.0% | +6.3% |
| 3Y | +32.3% | +102.3% | -70.0% | -4.3% |
| 5Y | +8.2% | +66.8% | -58.7% | -15.3% |
| 10Y | +800.7% | +125.0% | +675.7% | +514.8% |
| All | +800.7% | +123.0% | +677.7% | +514.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling