+84,752.4%
MU vs EVRG
+2,249.8%
+82,502.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.1% | +12.0% | +11.9% |
| 7D | +2.0% | +2.5% | -0.4% | +0.8% |
| 30D | -18.0% | +8.4% | -26.4% | -21.2% |
| 3M | -6.6% | +8.6% | -15.2% | -10.5% |
| 6M | +2.0% | +7.7% | -5.6% | -2.6% |
| YTD | +184.5% | +25.0% | +159.5% | +152.3% |
| 1Y | +236.9% | +18.7% | +218.1% | +205.8% |
| 3Y | +987.0% | +102.1% | +884.9% | +654.4% |
| 5Y | +1,014.6% | +66.8% | +947.8% | +729.2% |
| 10Y | +4,609.2% | +123.5% | +4,485.7% | +2,778.1% |
| All | +84,752.4% | +2,249.8% | +82,502.6% | +18,755.4% |
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