+9,457.8%
FTNT vs TROW
+274.4%
+9,183.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +1.6% | -3.0% | +4.6% | +3.3% |
| 30D | -1.9% | -5.5% | +3.6% | +1.2% |
| 3M | +14.4% | +2.3% | +12.1% | +12.1% |
| 6M | +88.7% | +23.9% | +64.7% | +65.4% |
| YTD | +100.0% | +7.9% | +92.1% | +88.1% |
| 1Y | +99.9% | +6.1% | +93.7% | +89.3% |
| 3Y | +147.9% | +13.8% | +134.1% | +118.6% |
| 5Y | +155.8% | -38.2% | +194.0% | +215.2% |
| 10Y | +2,121.1% | +131.3% | +1,989.8% | +1,134.6% |
| All | +9,457.8% | +274.4% | +9,183.4% | +3,812.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling