+1,868.3%
FTNT vs URI
+1,189.1%
+679.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.5% |
| 7D | -3.5% | -6.0% | +2.4% | -1.9% |
| 30D | -36.5% | +4.6% | -41.1% | -37.6% |
| 3M | -24.7% | -2.7% | -22.1% | -24.6% |
| 6M | +8.3% | +18.4% | -10.0% | +1.7% |
| YTD | +55.6% | +37.4% | +18.3% | +35.8% |
| 1Y | +50.2% | +30.4% | +19.8% | +33.2% |
| 3Y | +143.2% | +147.9% | -4.8% | +68.2% |
| 5Y | +85.5% | +202.1% | -116.6% | +16.0% |
| 10Y | +1,868.3% | +1,182.4% | +685.9% | +702.1% |
| All | +1,868.3% | +1,189.1% | +679.2% | +702.1% |
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