+2,063.6%
FTNT vs URI
+1,157.2%
+906.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.6% |
| 7D | -2.7% | +2.5% | -5.2% | -3.4% |
| 30D | -1.4% | -12.5% | +11.2% | +2.3% |
| 3M | +10.1% | -6.2% | +16.3% | +11.3% |
| 6M | +88.2% | +25.9% | +62.3% | +71.2% |
| YTD | +98.3% | +26.2% | +72.1% | +78.6% |
| 1Y | +96.0% | +5.5% | +90.5% | +86.3% |
| 3Y | +145.8% | +125.0% | +20.8% | +76.4% |
| 5Y | +154.6% | +210.4% | -55.8% | +60.3% |
| 10Y | +2,063.6% | +1,157.2% | +906.5% | +765.9% |
| All | +2,063.6% | +1,157.2% | +906.5% | +765.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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