+154.6%
FTNT vs GEN
+22.3%
+132.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.5% | +1.9% |
| 7D | -2.7% | -0.7% | -2.0% | -2.5% |
| 30D | -1.4% | +2.6% | -4.0% | -2.5% |
| 3M | +10.1% | +15.8% | -5.7% | +3.0% |
| 6M | +88.2% | +33.1% | +55.1% | +65.3% |
| YTD | +98.3% | +11.3% | +87.0% | +86.6% |
| 1Y | +96.0% | +1.7% | +94.3% | +90.7% |
| 3Y | +145.8% | +58.1% | +87.6% | +101.3% |
| 5Y | +154.6% | +20.6% | +134.0% | +127.8% |
| All | +154.6% | +22.3% | +132.3% | +127.8% |
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