+2,538.2%
MUU vs EVRG
+48.5%
+2,489.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -2.7% |
| 7D | +13.9% | +0.9% | +13.0% | +14.3% |
| 30D | +24.8% | -0.5% | +25.3% | +24.6% |
| 3M | -15.7% | +1.5% | -17.3% | -15.1% |
| 6M | +338.9% | +1.2% | +337.7% | +343.4% |
| YTD | +563.2% | +16.3% | +546.8% | +527.2% |
| 1Y | +2,577.5% | +20.3% | +2,557.2% | +2,392.8% |
| All | +2,538.2% | +48.5% | +2,489.8% | +2,596.5% |
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