+7,554.6%
FTNT vs BEN
+81.1%
+7,473.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -2.0% |
| 7D | +7.1% | +6.8% | +0.3% | +4.1% |
| 30D | -30.9% | +18.0% | -48.9% | -35.8% |
| 3M | -23.1% | +7.5% | -30.6% | -25.8% |
| 6M | +8.1% | +14.7% | -6.6% | +1.2% |
| YTD | +60.2% | +56.1% | +4.1% | +30.5% |
| 1Y | +57.0% | +69.6% | -12.6% | +23.4% |
| 3Y | +152.9% | +87.7% | +65.2% | +82.8% |
| 5Y | +85.9% | +28.6% | +57.3% | +56.3% |
| 10Y | +1,896.5% | +59.8% | +1,836.7% | +1,273.4% |
| All | +7,554.6% | +81.1% | +7,473.5% | +4,539.6% |
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