+2,098.3%
FTNT vs BUD
-24.2%
+2,122.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.4% |
| 7D | +1.7% | -1.3% | +3.1% | +2.0% |
| 30D | -4.3% | -6.1% | +1.9% | -2.8% |
| 3M | +13.6% | -3.8% | +17.4% | +14.4% |
| 6M | +87.6% | +8.2% | +79.4% | +82.4% |
| YTD | +98.0% | +23.6% | +74.4% | +85.1% |
| 1Y | +96.9% | +33.4% | +63.5% | +79.9% |
| 3Y | +145.4% | +45.3% | +100.1% | +114.0% |
| 5Y | +153.0% | +44.3% | +108.7% | +118.4% |
| 10Y | +2,098.3% | -22.8% | +2,121.0% | +1,881.2% |
| All | +2,098.3% | -24.2% | +2,122.4% | +1,881.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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