+9,303.7%
FTNT vs WELL
+999.4%
+8,304.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +0.5% |
| 7D | -5.8% | -0.8% | -5.1% | -5.7% |
| 30D | -4.8% | -0.1% | -4.7% | -4.8% |
| 3M | +4.4% | +18.0% | -13.6% | -0.8% |
| 6M | +88.8% | +15.0% | +73.8% | +79.7% |
| YTD | +96.8% | +28.6% | +68.2% | +80.8% |
| 1Y | +104.5% | +42.9% | +61.5% | +81.7% |
| 3Y | +156.8% | +203.0% | -46.3% | +80.5% |
| 5Y | +144.1% | +206.9% | -62.8% | +69.6% |
| 10Y | +2,021.8% | +339.5% | +1,682.3% | +1,119.0% |
| All | +9,303.7% | +999.4% | +8,304.3% | +3,103.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling