+7,554.6%
FTNT vs TECH
+406.9%
+7,147.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.8% | -1.8% |
| 7D | +7.1% | +0.1% | +6.9% | +7.0% |
| 30D | -30.9% | +0.5% | -31.4% | -31.0% |
| 3M | -23.1% | +1.1% | -24.2% | -23.5% |
| 6M | +8.1% | +62.8% | -54.7% | -12.9% |
| YTD | +60.2% | +24.5% | +35.7% | +40.8% |
| 1Y | +57.0% | +20.6% | +36.4% | +39.4% |
| 3Y | +152.9% | +29.5% | +123.5% | +93.6% |
| 5Y | +85.9% | -40.9% | +126.8% | +115.5% |
| 10Y | +1,896.5% | +189.5% | +1,707.1% | +838.8% |
| All | +7,554.6% | +406.9% | +7,147.7% | +2,300.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling