+2,396.1%
MUU vs EVRG
+47.4%
+2,348.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.0% |
| 7D | -8.2% | +0.1% | -8.3% | -8.2% |
| 30D | +10.2% | -1.2% | +11.4% | +9.9% |
| 3M | -26.5% | -0.6% | -25.9% | -26.3% |
| 6M | +227.2% | +2.4% | +224.8% | +227.9% |
| YTD | +527.4% | +15.5% | +512.0% | +492.1% |
| 1Y | +1,843.7% | +16.8% | +1,826.8% | +1,722.9% |
| All | +2,396.1% | +47.4% | +2,348.7% | +2,445.7% |
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 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