+2,072.5%
FTNT vs BTI
+73.8%
+1,998.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.4% | -1.9% |
| 7D | -0.1% | -0.2% | +0.1% | -0.1% |
| 30D | -3.0% | -1.1% | -1.9% | -2.8% |
| 3M | +7.6% | -8.8% | +16.4% | +9.5% |
| 6M | +87.0% | -4.0% | +90.9% | +86.9% |
| YTD | +96.5% | +0.4% | +96.2% | +93.6% |
| 1Y | +92.9% | +1.9% | +91.0% | +88.8% |
| 3Y | +139.8% | +108.5% | +31.3% | +86.0% |
| 5Y | +151.3% | +118.5% | +32.8% | +90.5% |
| All | +2,072.5% | +73.8% | +1,998.7% | +1,539.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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