+97.8%
FTNT vs WELL
+41.8%
+56.0%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.3% |
| 7D | +1.7% | -1.1% | +2.9% | +1.5% |
| 30D | -4.3% | +0.7% | -5.0% | -4.1% |
| 3M | +13.6% | +14.5% | -0.9% | +17.5% |
| 6M | +87.6% | +14.4% | +73.2% | +94.7% |
| YTD | +98.0% | +28.5% | +69.5% | +102.5% |
| All | +97.8% | +41.8% | +56.0% | +102.1% |
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