+2,072.5%
FTNT vs TRI
+196.2%
+1,876.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.5% |
| 7D | -0.1% | -7.9% | +7.7% | +3.5% |
| 30D | -3.0% | -4.5% | +1.5% | -1.5% |
| 3M | +7.6% | +22.1% | -14.5% | -5.4% |
| 6M | +87.0% | -2.8% | +89.7% | +82.9% |
| YTD | +96.5% | -23.4% | +119.9% | +117.1% |
| 1Y | +92.9% | -41.5% | +134.5% | +150.4% |
| 3Y | +139.8% | -19.2% | +159.1% | +139.4% |
| 5Y | +151.3% | -9.4% | +160.7% | +128.5% |
| All | +2,072.5% | +196.2% | +1,876.2% | +1,037.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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