+43.0%
MTSI vs EVRG
+19.2%
+23.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.5% |
| 7D | +10.0% | +1.4% | +8.6% | +10.2% |
| 30D | -20.3% | +7.4% | -27.7% | -20.1% |
| 3M | -24.4% | +7.2% | -31.6% | -24.4% |
| 6M | -39.2% | +9.5% | -48.7% | -39.8% |
| YTD | +35.5% | +25.6% | +9.9% | +26.4% |
| 1Y | +43.0% | +20.4% | +22.7% | +34.5% |
| All | +43.0% | +19.2% | +23.8% | +34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling