+1,058.0%
FTNT vs DOCU
+112.5%
+945.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -2.0% |
| 7D | +7.1% | +4.1% | +3.0% | +5.7% |
| 30D | -30.9% | +7.4% | -38.2% | -32.4% |
| 3M | -23.1% | +26.0% | -49.1% | -28.8% |
| 6M | +8.1% | +79.2% | -71.1% | -11.7% |
| YTD | +60.2% | +18.1% | +42.1% | +48.7% |
| 1Y | +57.0% | +20.5% | +36.5% | +44.2% |
| 3Y | +152.9% | +96.4% | +56.5% | +88.2% |
| 5Y | +85.9% | -69.5% | +155.4% | +119.5% |
| All | +1,058.0% | +112.5% | +945.5% | +595.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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