+2,098.3%
FTNT vs PTC
+196.2%
+1,902.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.1% | +1.6% |
| 7D | +1.7% | -13.6% | +15.3% | +9.6% |
| 30D | -4.3% | -14.7% | +10.4% | +4.0% |
| 3M | +13.6% | -5.9% | +19.5% | +14.8% |
| 6M | +87.6% | -21.1% | +108.7% | +109.9% |
| YTD | +98.0% | -26.0% | +124.0% | +128.6% |
| 1Y | +96.9% | -36.8% | +133.7% | +147.7% |
| 3Y | +145.4% | -10.3% | +155.7% | +147.2% |
| 5Y | +153.0% | +1.2% | +151.8% | +135.6% |
| 10Y | +2,098.3% | +198.3% | +1,900.0% | +1,027.8% |
| All | +2,098.3% | +196.2% | +1,902.1% | +1,027.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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