-46.5%
MSTR vs EVRG
+19.2%
-65.7%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.1% |
| 7D | -13.4% | +1.4% | -14.8% | -12.8% |
| 30D | -22.1% | +7.4% | -29.5% | -19.0% |
| 3M | +15.0% | +7.2% | +7.7% | +19.4% |
| 6M | -37.3% | +9.5% | -46.8% | -34.6% |
| YTD | -26.5% | +25.6% | -52.1% | -22.7% |
| 1Y | -46.5% | +20.4% | -66.8% | -42.3% |
| All | -46.5% | +19.2% | -65.7% | -42.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling