+4,422.1%
MSI vs EVRG
+2,261.5%
+2,160.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | +3.2% | +1.4% | +1.8% | +2.6% |
| 30D | +17.6% | +7.4% | +10.2% | +14.1% |
| 3M | +14.5% | +7.2% | +7.3% | +11.1% |
| 6M | +34.3% | +9.5% | +24.8% | +29.0% |
| YTD | +39.7% | +25.6% | +14.1% | +26.7% |
| 1Y | +40.2% | +20.4% | +19.8% | +29.3% |
| 3Y | +77.1% | +108.8% | -31.7% | +28.5% |
| 5Y | +124.0% | +68.0% | +56.1% | +76.6% |
| 10Y | +665.5% | +124.6% | +540.9% | +417.6% |
| All | +4,422.1% | +2,261.5% | +2,160.6% | +1,048.5% |
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