+1,843.7%
MUU vs EVRG
+17.7%
+1,825.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -0.7% |
| 7D | -8.2% | +0.1% | -8.3% | -8.0% |
| 30D | +10.2% | -1.2% | +11.4% | +9.1% |
| 3M | -26.5% | -0.6% | -25.9% | -25.4% |
| 6M | +227.2% | +2.4% | +224.8% | +246.3% |
| YTD | +527.4% | +15.5% | +512.0% | +532.4% |
| 1Y | +1,843.7% | +16.8% | +1,826.8% | +1,828.0% |
| All | +1,843.7% | +17.7% | +1,825.9% | +1,828.0% |
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