-99.2%
MSTZ vs EVRG
+43.5%
-142.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.9% | +7.3% | +8.2% |
| 7D | -25.4% | +0.9% | -26.3% | -25.3% |
| 30D | -60.9% | -0.5% | -60.3% | -60.8% |
| 3M | -54.2% | +1.5% | -55.7% | -53.8% |
| 6M | -65.0% | +1.2% | -66.1% | -64.8% |
| YTD | -76.5% | +16.3% | -92.8% | -75.2% |
| 1Y | -23.4% | +20.3% | -43.6% | -18.6% |
| All | -99.2% | +43.5% | -142.7% | -98.8% |
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