+9,303.7%
FTNT vs RMD
+985.3%
+8,318.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.1% |
| 7D | -5.8% | -5.0% | -0.9% | -4.0% |
| 30D | -4.8% | +2.2% | -7.0% | -5.7% |
| 3M | +4.4% | +17.8% | -13.4% | -2.4% |
| 6M | +88.8% | -11.3% | +100.1% | +95.2% |
| YTD | +96.8% | -4.4% | +101.2% | +97.1% |
| 1Y | +104.5% | -15.7% | +120.2% | +114.6% |
| 3Y | +156.8% | +47.7% | +109.0% | +105.0% |
| 5Y | +144.1% | -19.2% | +163.3% | +151.4% |
| 10Y | +2,021.8% | +280.4% | +1,741.4% | +1,174.1% |
| All | +9,303.7% | +985.3% | +8,318.4% | +3,630.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling