+18.0%
FTV vs EVRG
+66.7%
-48.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +3.9% | +1.4% | +2.5% | +3.4% |
| 30D | +18.7% | +7.4% | +11.3% | +15.8% |
| 3M | +10.0% | +7.2% | +2.8% | +7.4% |
| 6M | +14.6% | +9.5% | +5.1% | +10.9% |
| YTD | +23.4% | +25.6% | -2.2% | +13.5% |
| 1Y | +31.3% | +20.4% | +10.9% | +22.5% |
| 3Y | +39.8% | +108.8% | -69.0% | +3.3% |
| All | +18.0% | +66.7% | -48.7% | -1.7% |
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 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