+96.9%
FTNT vs IBB
+44.4%
+52.6%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | +1.7% | -3.9% | +5.6% | +1.9% |
| 30D | -4.3% | +2.7% | -7.0% | -4.4% |
| 3M | +13.6% | +21.4% | -7.7% | +11.1% |
| 6M | +87.6% | +20.1% | +67.5% | +82.3% |
| YTD | +98.0% | +21.9% | +76.1% | +89.9% |
| 1Y | +96.9% | +44.1% | +52.8% | +72.8% |
| All | +96.9% | +44.4% | +52.6% | +72.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling