-99.1%
MSTZ vs EVRG
+54.9%
-154.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.4% | +4.8% |
| 7D | +30.8% | +1.4% | +29.4% | +30.3% |
| 30D | +41.2% | +7.4% | +33.8% | +39.3% |
| 3M | -60.9% | +7.2% | -68.1% | -61.3% |
| 6M | -15.7% | +9.5% | -25.1% | -16.2% |
| YTD | -75.2% | +25.6% | -100.8% | -74.2% |
| 1Y | -59.8% | +20.4% | -80.1% | -59.1% |
| All | -99.1% | +54.9% | -154.1% | -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 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