-99.2%
MSTZ vs EVRG
+42.3%
-141.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.6% |
| 7D | -29.7% | +1.1% | -30.8% | -29.7% |
| 30D | -65.3% | -1.0% | -64.3% | -65.2% |
| 3M | -57.3% | +0.4% | -57.7% | -57.0% |
| 6M | -61.6% | -0.8% | -60.8% | -61.6% |
| YTD | -78.3% | +15.3% | -93.6% | -77.1% |
| 1Y | -30.2% | +17.9% | -48.1% | -26.2% |
| All | -99.2% | +42.3% | -141.5% | -98.9% |
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