+51.8%
FTNT vs TROW
+17.3%
+34.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.0% | -5.0% | +1.1% |
| 7D | -25.7% | +8.2% | -33.9% | -25.5% |
| 30D | -29.7% | +8.3% | -38.0% | -29.6% |
| 3M | -23.1% | -1.6% | -21.5% | -22.4% |
| 6M | +45.0% | +11.9% | +33.1% | +42.2% |
| YTD | +62.9% | +14.3% | +48.6% | +54.2% |
| 1Y | +51.8% | +17.0% | +34.8% | +44.1% |
| All | +51.8% | +17.3% | +34.5% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling