+440.3%
AXP vs FTNT
+1,879.8%
-1,439.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.0% | +0.3% |
| 7D | -1.1% | -3.0% | +1.8% | -0.4% |
| 30D | +5.2% | -37.1% | +42.4% | +16.8% |
| 3M | -4.6% | -23.3% | +18.7% | -0.1% |
| 6M | +3.2% | +7.4% | -4.1% | -1.7% |
| YTD | -11.3% | +54.2% | -65.6% | -24.5% |
| 1Y | -11.0% | +49.7% | -60.7% | -23.7% |
| 3Y | +120.2% | +146.6% | -26.4% | +58.3% |
| 5Y | +91.7% | +75.4% | +16.3% | +42.9% |
| 10Y | +440.3% | +1,828.7% | -1,388.3% | +93.8% |
| All | +440.3% | +1,879.8% | -1,439.5% | +93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTNT.
Daily Out/Under-Performance
Portfolio return minus FTNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTNT 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 FTNT 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