+90.1%
FTNT vs GEN
+35.2%
+54.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +3.0% |
| 7D | -1.0% | -0.8% | -0.2% | -0.7% |
| 30D | -33.6% | +31.2% | -64.8% | -40.8% |
| 3M | -20.9% | +6.1% | -27.0% | -23.4% |
| 6M | +11.0% | +38.1% | -27.2% | -4.2% |
| YTD | +61.3% | +14.4% | +46.9% | +48.9% |
| 1Y | +53.1% | +15.1% | +38.0% | +40.8% |
| 3Y | +152.1% | +68.5% | +83.5% | +100.8% |
| 5Y | +90.1% | +35.8% | +54.3% | +48.3% |
| All | +90.1% | +35.2% | +54.9% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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