+1,371.2%
MU vs EVRG
+71.7%
+1,299.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +6.0% |
| 7D | +9.0% | +1.1% | +7.9% | +9.2% |
| 30D | +13.8% | -1.0% | +14.8% | +13.6% |
| 3M | +2.1% | +0.4% | +1.7% | +2.3% |
| 6M | +153.8% | -0.8% | +154.6% | +154.7% |
| YTD | +256.4% | +15.3% | +241.1% | +258.2% |
| 1Y | +719.8% | +17.9% | +701.9% | +725.2% |
| All | +1,371.2% | +71.7% | +1,299.5% | +1,453.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling