+1,072.7%
FTI vs EVRG
+45.7%
+1,027.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.0% | -2.9% |
| 7D | -5.6% | -0.7% | -4.9% | -5.4% |
| 30D | +0.4% | 0.0% | +0.4% | +0.4% |
| 3M | +8.1% | -1.0% | +9.1% | +8.3% |
| 6M | +16.7% | +1.0% | +15.7% | +15.9% |
| YTD | +70.0% | +15.1% | +54.9% | +60.8% |
| 1Y | +85.4% | +17.6% | +67.9% | +73.7% |
| 3Y | +265.9% | +70.5% | +195.5% | +197.9% |
| 5Y | +1,072.7% | +48.9% | +1,023.9% | +884.6% |
| All | +1,072.7% | +45.7% | +1,027.1% | +884.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling