+7,694.2%
FTNT vs MUB
+60.2%
+7,634.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +2.0% | +1.4% |
| 7D | +5.7% | -0.8% | +6.6% | +6.1% |
| 30D | -32.1% | +2.4% | -34.5% | -32.7% |
| 3M | -19.5% | -1.1% | -18.4% | -19.1% |
| 6M | +13.8% | -1.0% | +14.8% | +14.2% |
| YTD | +63.1% | -0.3% | +63.4% | +63.3% |
| 1Y | +57.7% | 0.0% | +57.7% | +57.7% |
| 3Y | +154.9% | +10.2% | +144.7% | +145.4% |
| 5Y | +89.3% | +2.9% | +86.4% | +85.4% |
| 10Y | +1,933.0% | +21.9% | +1,911.0% | +1,938.9% |
| All | +7,694.2% | +60.2% | +7,634.1% | +7,785.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling