+153.0%
FTNT vs BN
+33.2%
+119.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.8% | +0.8% |
| 7D | +1.7% | -3.0% | +4.7% | +3.3% |
| 30D | -4.3% | -13.0% | +8.8% | +2.8% |
| 3M | +13.6% | -15.2% | +28.8% | +23.5% |
| 6M | +87.6% | -5.9% | +93.5% | +91.4% |
| YTD | +98.0% | -15.8% | +113.8% | +112.8% |
| 1Y | +96.9% | -12.2% | +109.1% | +106.1% |
| 3Y | +145.4% | +72.2% | +73.2% | +68.3% |
| 5Y | +153.0% | +33.2% | +119.8% | +115.0% |
| All | +153.0% | +33.2% | +119.8% | +115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 5y: compounded portfolio wealth divided by compounded BN 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…
5y analysis · Full analysis span regression · 6 months rolling