+1,910.4%
FTNT vs MUB
+21.8%
+1,888.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.5% |
| 7D | +7.1% | -1.3% | +8.3% | +8.2% |
| 30D | -30.9% | +2.2% | -33.1% | -32.2% |
| 3M | -23.1% | -1.6% | -21.5% | -22.0% |
| 6M | +8.1% | -1.3% | +9.4% | +9.3% |
| YTD | +60.2% | -0.7% | +60.9% | +61.1% |
| 1Y | +57.0% | -0.2% | +57.2% | +57.3% |
| 3Y | +152.9% | +9.6% | +143.3% | +132.2% |
| 5Y | +85.9% | +2.6% | +83.4% | +80.4% |
| All | +1,910.4% | +21.8% | +1,888.6% | +1,755.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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