+3,134.4%
MTZ vs EVRG
+2,068.9%
+1,065.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.3% |
| 7D | -1.6% | +1.1% | -2.7% | -2.0% |
| 30D | -11.1% | -1.0% | -10.1% | -10.7% |
| 3M | -36.7% | +0.4% | -37.1% | -37.0% |
| 6M | -21.9% | -0.8% | -21.1% | -22.0% |
| YTD | +9.1% | +15.3% | -6.2% | +2.8% |
| 1Y | +30.0% | +17.9% | +12.1% | +21.3% |
| 3Y | +138.5% | +71.9% | +66.5% | +90.3% |
| 5Y | +158.3% | +45.3% | +113.1% | +118.3% |
| 10Y | +700.8% | +113.1% | +587.7% | +463.8% |
| All | +3,134.4% | +2,068.9% | +1,065.5% | +1,147.3% |
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 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