+92.8%
FTNT vs AMIX
-100.0%
+192.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -20.0% | +23.7% | +3.8% |
| 7D | -1.0% | -8.1% | +7.1% | -1.0% |
| 30D | -33.6% | -52.3% | +18.7% | -33.2% |
| 3M | -20.9% | -83.8% | +62.9% | -19.8% |
| 6M | +11.0% | -79.0% | +89.9% | +9.6% |
| YTD | +61.3% | -87.2% | +148.5% | +59.9% |
| 1Y | +53.1% | -91.7% | +144.8% | +52.2% |
| All | +92.8% | -100.0% | +192.7% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling