+1,868.3%
FTNT vs IBB
+130.8%
+1,737.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.7% |
| 7D | -3.5% | +0.8% | -4.3% | -4.1% |
| 30D | -36.5% | +5.2% | -41.7% | -39.0% |
| 3M | -24.7% | +8.6% | -33.3% | -29.9% |
| 6M | +8.3% | +27.8% | -19.5% | -11.3% |
| YTD | +55.6% | +28.8% | +26.8% | +25.3% |
| 1Y | +50.2% | +36.4% | +13.8% | +15.4% |
| 3Y | +143.2% | +89.3% | +53.8% | +38.6% |
| 5Y | +85.5% | +43.3% | +42.2% | +33.5% |
| 10Y | +1,868.3% | +130.6% | +1,737.7% | +889.3% |
| All | +1,868.3% | +130.8% | +1,737.5% | +889.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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