+2,098.3%
FTNT vs IBB
+122.2%
+1,976.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.5% |
| 7D | +1.7% | -3.9% | +5.6% | +4.6% |
| 30D | -4.3% | +2.7% | -7.0% | -6.7% |
| 3M | +13.6% | +21.4% | -7.7% | -2.3% |
| 6M | +87.6% | +20.1% | +67.5% | +61.0% |
| YTD | +98.0% | +21.9% | +76.1% | +67.3% |
| 1Y | +96.9% | +44.1% | +52.8% | +45.9% |
| 3Y | +145.4% | +63.4% | +82.0% | +59.2% |
| 5Y | +153.0% | +19.8% | +133.2% | +110.0% |
| 10Y | +2,098.3% | +127.0% | +1,971.3% | +1,124.1% |
| All | +2,098.3% | +122.2% | +1,976.0% | +1,124.1% |
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