+145.8%
FTNT vs U
+11.6%
+134.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.9% | +0.4% |
| 7D | -2.7% | +4.5% | -7.2% | -3.2% |
| 30D | -1.4% | -0.6% | -0.8% | -1.3% |
| 3M | +10.1% | +48.4% | -38.3% | +4.2% |
| 6M | +88.2% | +115.4% | -27.2% | +69.5% |
| YTD | +98.3% | -3.2% | +101.5% | +94.4% |
| 1Y | +96.0% | -6.0% | +102.0% | +91.5% |
| 3Y | +145.8% | +13.5% | +132.3% | +140.2% |
| All | +145.8% | +11.6% | +134.2% | +140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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