+9,303.7%
FTNT vs BEN
+72.9%
+9,230.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.6% | -1.5% |
| 7D | -5.8% | +0.2% | -6.1% | -6.0% |
| 30D | -4.8% | -0.5% | -4.2% | -4.6% |
| 3M | +4.4% | +9.7% | -5.3% | +0.3% |
| 6M | +88.8% | +33.9% | +54.9% | +65.5% |
| YTD | +96.8% | +49.0% | +47.8% | +64.4% |
| 1Y | +104.5% | +42.1% | +62.3% | +73.5% |
| 3Y | +156.8% | +51.9% | +104.9% | +104.2% |
| 5Y | +144.1% | +39.0% | +105.0% | +98.0% |
| 10Y | +2,021.8% | +57.9% | +1,963.9% | +1,358.1% |
| All | +9,303.7% | +72.9% | +9,230.9% | +5,744.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling