+2,111.2%
FTNT vs TECH
+189.8%
+1,921.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.1% |
| 7D | +1.6% | -0.5% | +2.1% | +1.8% |
| 30D | -1.9% | 0.0% | -1.9% | -1.9% |
| 3M | +14.4% | +37.4% | -23.1% | +0.3% |
| 6M | +88.7% | +36.9% | +51.8% | +62.4% |
| YTD | +100.0% | +23.1% | +76.9% | +78.3% |
| 1Y | +99.9% | +42.2% | +57.6% | +66.1% |
| 3Y | +147.9% | +1.9% | +146.0% | +116.7% |
| 5Y | +155.8% | -42.9% | +198.7% | +208.5% |
| All | +2,111.2% | +189.8% | +1,921.4% | +973.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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