+9,303.7%
FTNT vs MUB
+59.4%
+9,244.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | -0.1% |
| 7D | -5.8% | -0.9% | -5.0% | -5.5% |
| 30D | -4.8% | -1.4% | -3.4% | -4.2% |
| 3M | +4.4% | -2.2% | +6.6% | +5.4% |
| 6M | +88.8% | -1.9% | +90.7% | +90.3% |
| YTD | +96.8% | -0.8% | +97.6% | +97.5% |
| 1Y | +104.5% | +2.7% | +101.7% | +102.5% |
| 3Y | +156.8% | +8.6% | +148.2% | +148.7% |
| 5Y | +144.1% | +2.0% | +142.0% | +139.8% |
| 10Y | +2,021.8% | +17.9% | +2,003.9% | +2,009.1% |
| All | +9,303.7% | +59.4% | +9,244.3% | +9,434.4% |
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