+9,303.7%
FTNT vs HAL
+53.9%
+9,249.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.1% |
| 7D | -5.8% | +2.9% | -8.8% | -6.6% |
| 30D | -4.8% | +17.0% | -21.8% | -8.7% |
| 3M | +4.4% | -9.7% | +14.1% | +6.8% |
| 6M | +88.8% | +8.6% | +80.2% | +83.0% |
| YTD | +96.8% | +33.0% | +63.8% | +80.2% |
| 1Y | +104.5% | +68.3% | +36.1% | +74.7% |
| 3Y | +156.8% | +0.1% | +156.7% | +145.6% |
| 5Y | +144.1% | +102.6% | +41.4% | +81.9% |
| 10Y | +2,021.8% | +3.8% | +2,017.9% | +1,528.5% |
| All | +9,303.7% | +53.9% | +9,249.9% | +5,669.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 all: compounded portfolio wealth divided by compounded HAL 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…
all analysis · Full analysis span regression · 6 months rolling