+9,374.7%
FTNT vs HRB
+320.4%
+9,054.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.5% | +7.2% | +2.3% |
| 7D | -2.7% | -9.1% | +6.4% | -0.6% |
| 30D | -1.4% | +0.3% | -1.6% | -2.0% |
| 3M | +10.1% | +23.4% | -13.3% | +3.5% |
| 6M | +88.2% | +45.1% | +43.1% | +69.9% |
| YTD | +98.3% | +8.9% | +89.4% | +90.1% |
| 1Y | +96.0% | -7.9% | +103.9% | +94.5% |
| 3Y | +145.8% | +27.9% | +117.8% | +121.5% |
| 5Y | +154.6% | +108.3% | +46.3% | +103.1% |
| 10Y | +2,063.6% | +208.4% | +1,855.2% | +1,336.5% |
| All | +9,374.7% | +320.4% | +9,054.4% | +5,396.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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