+208.8%
C vs FTNT
+1,844.8%
-1,636.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | -0.4% | -3.5% | +3.2% | +0.5% |
| 30D | -5.2% | -36.5% | +31.4% | +4.4% |
| 3M | -9.1% | -24.7% | +15.7% | -4.5% |
| 6M | -1.6% | +8.3% | -9.9% | -5.9% |
| YTD | +6.9% | +55.6% | -48.7% | -7.7% |
| 1Y | +23.0% | +50.2% | -27.2% | +7.0% |
| 3Y | +216.1% | +143.2% | +73.0% | +136.2% |
| 5Y | +112.2% | +85.5% | +26.8% | +58.7% |
| 10Y | +208.8% | +1,868.3% | -1,659.5% | +7.9% |
| All | +208.8% | +1,844.8% | -1,636.0% | +7.9% |
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