+9,303.7%
FTNT vs IBB
+736.1%
+8,567.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.6% |
| 7D | -5.8% | +1.4% | -7.3% | -6.8% |
| 30D | -4.8% | +10.5% | -15.3% | -11.6% |
| 3M | +4.4% | +23.6% | -19.2% | -10.7% |
| 6M | +88.8% | +22.6% | +66.2% | +60.8% |
| YTD | +96.8% | +25.7% | +71.1% | +64.3% |
| 1Y | +104.5% | +51.4% | +53.1% | +49.0% |
| 3Y | +156.8% | +64.4% | +92.4% | +71.4% |
| 5Y | +144.1% | +22.1% | +121.9% | +102.9% |
| 10Y | +2,021.8% | +132.5% | +1,889.3% | +1,029.3% |
| All | +9,303.7% | +736.1% | +8,567.7% | +1,618.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling