+451.3%
MTSI vs EVRG
+121.0%
+330.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +0.1% | +10.7% | +10.8% |
| 7D | -10.0% | +1.9% | -11.9% | -10.7% |
| 30D | -37.2% | +9.0% | -46.2% | -39.3% |
| 3M | -30.1% | +6.3% | -36.4% | -31.8% |
| 6M | -31.9% | +9.9% | -41.8% | -34.6% |
| YTD | +23.2% | +23.8% | -0.6% | +13.2% |
| 1Y | +26.4% | +19.9% | +6.5% | +17.5% |
| 3Y | +186.2% | +94.3% | +91.9% | +116.9% |
| 5Y | +187.0% | +64.6% | +122.4% | +130.2% |
| All | +451.3% | +121.0% | +330.3% | +329.1% |
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