+162.8%
FTNT vs PTEN
+87.9%
+74.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -0.1% | +3.5% | -3.6% | -0.7% |
| 30D | -3.0% | +17.5% | -20.5% | -5.7% |
| 3M | +7.6% | +12.7% | -5.1% | +4.8% |
| 6M | +87.0% | +33.1% | +53.9% | +75.7% |
| YTD | +96.5% | +116.4% | -19.9% | +68.9% |
| 1Y | +92.9% | +141.2% | -48.2% | +61.5% |
| 3Y | +139.8% | -3.8% | +143.6% | +127.2% |
| All | +162.8% | +87.9% | +74.9% | +126.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 5y: compounded portfolio wealth divided by compounded PTEN 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…
5y analysis · Full analysis span regression · 6 months rolling