-88.0%
MSTU vs EVRG
+42.4%
-130.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.6% |
| 7D | -16.6% | +0.1% | -16.7% | -16.6% |
| 30D | +69.7% | -1.2% | +70.9% | +69.4% |
| 3M | -7.5% | -0.6% | -6.9% | -8.1% |
| 6M | -43.1% | +2.4% | -45.6% | -43.9% |
| YTD | -63.0% | +15.5% | -78.5% | -65.4% |
| 1Y | -93.8% | +16.8% | -110.6% | -94.2% |
| All | -88.0% | +42.4% | -130.4% | -91.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling