+51.8%
FTNT vs WELL
+37.3%
+14.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.8% | +2.0% |
| 7D | -25.7% | +9.2% | -34.8% | -23.1% |
| 30D | -29.7% | +10.6% | -40.4% | -27.0% |
| 3M | -23.1% | +7.5% | -30.6% | -20.6% |
| 6M | +45.0% | +15.0% | +30.0% | +54.6% |
| YTD | +62.9% | +35.0% | +27.9% | +72.1% |
| 1Y | +51.8% | +36.5% | +15.3% | +62.8% |
| All | +51.8% | +37.3% | +14.6% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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