+6,169.9%
MU vs EVRG
+111.7%
+6,058.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.1% |
| 7D | +7.5% | +0.6% | +6.9% | +7.3% |
| 30D | +19.4% | -0.2% | +19.6% | +19.4% |
| 3M | +9.8% | -0.5% | +10.3% | +9.6% |
| 6M | +164.1% | +0.2% | +164.0% | +162.0% |
| YTD | +260.3% | +14.9% | +245.4% | +241.0% |
| 1Y | +661.2% | +18.2% | +643.0% | +613.0% |
| 3Y | +1,380.8% | +70.2% | +1,310.7% | +1,105.6% |
| 5Y | +1,346.4% | +45.3% | +1,301.0% | +1,134.4% |
| 10Y | +6,169.9% | +112.4% | +6,057.5% | +4,740.0% |
| All | +6,169.9% | +111.7% | +6,058.2% | +4,740.0% |
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