+104.5%
FTNT vs WELL
+42.4%
+62.0%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | -0.5% |
| 7D | -5.8% | -0.8% | -5.1% | -6.0% |
| 30D | -4.8% | -0.1% | -4.7% | -4.8% |
| 3M | +4.4% | +18.0% | -13.6% | +8.9% |
| 6M | +88.8% | +15.0% | +73.8% | +95.8% |
| YTD | +96.8% | +28.6% | +68.2% | +101.0% |
| 1Y | +104.5% | +42.9% | +61.5% | +107.5% |
| All | +104.5% | +42.4% | +62.0% | +107.5% |
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