+139.8%
FTNT vs TRI
-18.9%
+158.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.1% |
| 7D | -0.1% | -7.9% | +7.7% | +1.7% |
| 30D | -3.0% | -4.5% | +1.5% | -2.2% |
| 3M | +7.6% | +22.1% | -14.5% | +1.0% |
| 6M | +87.0% | -2.8% | +89.7% | +85.2% |
| YTD | +96.5% | -23.4% | +119.9% | +107.1% |
| 1Y | +92.9% | -41.5% | +134.5% | +119.3% |
| 3Y | +139.8% | -19.2% | +159.1% | +155.0% |
| All | +139.8% | -18.9% | +158.8% | +155.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling