+1,910.4%
FTNT vs BEN
+58.7%
+1,851.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.9% |
| 7D | +7.1% | +6.8% | +0.3% | +4.6% |
| 30D | -30.9% | +18.0% | -48.9% | -35.0% |
| 3M | -23.1% | +7.5% | -30.6% | -25.4% |
| 6M | +8.1% | +14.7% | -6.6% | +2.3% |
| YTD | +60.2% | +56.1% | +4.1% | +34.6% |
| 1Y | +57.0% | +69.6% | -12.6% | +27.9% |
| 3Y | +152.9% | +87.7% | +65.2% | +91.8% |
| 5Y | +85.9% | +28.6% | +57.3% | +58.5% |
| All | +1,910.4% | +58.7% | +1,851.7% | +1,408.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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