+2,981.5%
MUU vs EVRG
+17.4%
+2,964.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +11.1% |
| 7D | +17.4% | +1.1% | +16.3% | +18.7% |
| 30D | +24.0% | -1.0% | +25.0% | +22.7% |
| 3M | -23.9% | +0.4% | -24.3% | -21.7% |
| 6M | +284.4% | -0.8% | +285.3% | +304.6% |
| YTD | +583.7% | +15.3% | +568.4% | +565.8% |
| 1Y | +2,981.5% | +17.9% | +2,963.6% | +2,932.7% |
| All | +2,981.5% | +17.4% | +2,964.0% | +2,932.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling