+153.0%
FTNT vs SPOT
+111.4%
+41.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | +1.7% | -6.5% | +8.2% | +3.8% |
| 30D | -4.3% | +2.2% | -6.4% | -5.4% |
| 3M | +13.6% | +5.4% | +8.2% | +10.7% |
| 6M | +87.6% | -4.0% | +91.6% | +86.5% |
| YTD | +98.0% | -9.9% | +107.9% | +99.5% |
| 1Y | +96.9% | -27.3% | +124.2% | +112.5% |
| 3Y | +145.4% | +236.4% | -91.0% | +39.4% |
| 5Y | +153.0% | +112.6% | +40.4% | +51.3% |
| All | +153.0% | +111.4% | +41.6% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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