+2,098.3%
FTNT vs OVV
+55.1%
+2,043.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | +1.7% | -3.8% | +5.5% | +2.3% |
| 30D | -4.3% | +1.3% | -5.5% | -4.5% |
| 3M | +13.6% | +14.3% | -0.7% | +11.0% |
| 6M | +87.6% | +21.1% | +66.5% | +81.2% |
| YTD | +98.0% | +66.0% | +32.0% | +81.9% |
| 1Y | +96.9% | +59.3% | +37.6% | +81.5% |
| 3Y | +145.4% | +47.6% | +97.8% | +124.9% |
| 5Y | +153.0% | +162.0% | -9.0% | +109.3% |
| 10Y | +2,098.3% | +56.5% | +2,041.8% | +1,420.2% |
| All | +2,098.3% | +55.1% | +2,043.1% | +1,420.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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