+1,319.3%
MU vs EVRG
+49.3%
+1,270.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.6% |
| 7D | +7.2% | +0.9% | +6.3% | +7.1% |
| 30D | +14.0% | -0.5% | +14.5% | +14.0% |
| 3M | +5.4% | +1.5% | +3.9% | +5.2% |
| 6M | +170.3% | +1.2% | +169.1% | +169.8% |
| YTD | +250.7% | +16.3% | +234.3% | +243.7% |
| 1Y | +662.1% | +20.3% | +641.8% | +643.8% |
| 3Y | +1,341.2% | +72.3% | +1,268.9% | +1,241.3% |
| 5Y | +1,319.3% | +46.7% | +1,272.7% | +1,241.1% |
| All | +1,319.3% | +49.3% | +1,270.1% | +1,241.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling