+7,554.6%
FTNT vs WELL
+1,041.9%
+6,512.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +7.1% | +0.1% | +6.9% | +7.0% |
| 30D | -30.9% | +5.7% | -36.5% | -32.1% |
| 3M | -23.1% | +4.6% | -27.7% | -24.4% |
| 6M | +8.1% | +11.9% | -3.8% | +3.8% |
| YTD | +60.2% | +33.6% | +26.6% | +45.1% |
| 1Y | +57.0% | +29.8% | +27.2% | +43.4% |
| 3Y | +152.9% | +202.2% | -49.2% | +77.8% |
| 5Y | +85.9% | +223.2% | -137.3% | +27.3% |
| 10Y | +1,896.5% | +461.7% | +1,434.9% | +939.2% |
| All | +7,554.6% | +1,041.9% | +6,512.7% | +2,470.8% |
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 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