+99.9%
FTNT vs RMD
-20.3%
+120.1%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | +1.6% | -4.2% | +5.8% | +1.7% |
| 30D | -1.9% | -2.1% | +0.2% | -1.6% |
| 3M | +14.4% | +13.8% | +0.6% | +15.3% |
| 6M | +88.7% | -10.6% | +99.3% | +94.6% |
| YTD | +100.0% | -8.1% | +108.1% | +105.7% |
| 1Y | +99.9% | -18.0% | +117.8% | +118.1% |
| All | +99.9% | -20.3% | +120.1% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling