+539.5%
MTSI vs EVRG
+114.7%
+424.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.9% |
| 7D | +4.9% | +0.9% | +4.0% | +4.6% |
| 30D | -11.6% | -0.5% | -11.0% | -11.4% |
| 3M | -24.1% | +1.5% | -25.6% | -24.7% |
| 6M | +32.4% | +1.2% | +31.3% | +31.3% |
| YTD | +60.4% | +16.3% | +44.1% | +51.2% |
| 1Y | +111.0% | +20.3% | +90.7% | +95.9% |
| 3Y | +246.1% | +72.3% | +173.8% | +175.2% |
| 5Y | +340.3% | +46.7% | +293.6% | +270.0% |
| 10Y | +539.5% | +113.8% | +425.7% | +389.3% |
| All | +539.5% | +114.7% | +424.8% | +389.3% |
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 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