+2,111.2%
FTNT vs WELL
+356.9%
+1,754.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +1.6% | -2.2% | +3.8% | +2.1% |
| 30D | -1.9% | +4.7% | -6.6% | -3.0% |
| 3M | +14.4% | +11.9% | +2.4% | +11.0% |
| 6M | +88.7% | +14.3% | +74.4% | +81.2% |
| YTD | +100.0% | +28.4% | +71.7% | +86.1% |
| 1Y | +99.9% | +42.3% | +57.6% | +80.7% |
| 3Y | +147.9% | +202.6% | -54.6% | +83.0% |
| 5Y | +155.8% | +206.5% | -50.7% | +86.7% |
| All | +2,111.2% | +356.9% | +1,754.3% | +1,319.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling