+70.7%
MSFU vs EVRG
+40.1%
+30.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.8% |
| 7D | -2.3% | +0.6% | -2.9% | -2.4% |
| 30D | -6.3% | -0.2% | -6.0% | -6.3% |
| 3M | +40.0% | -0.5% | +40.4% | +39.9% |
| 6M | +30.1% | +0.2% | +29.9% | +29.8% |
| YTD | -10.3% | +14.9% | -25.2% | -13.1% |
| 1Y | -19.0% | +18.2% | -37.2% | -22.0% |
| 3Y | +25.8% | +70.2% | -44.4% | +10.3% |
| All | +70.7% | +40.1% | +30.6% | +82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling