+1,910.4%
FTNT vs WMB
+278.0%
+1,632.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.2% | +1.5% | +2.9% |
| 7D | -1.0% | +1.6% | -2.6% | -1.5% |
| 30D | -33.6% | -7.1% | -26.5% | -32.1% |
| 3M | -20.9% | -4.0% | -16.9% | -20.1% |
| 6M | +11.0% | -5.7% | +16.7% | +12.4% |
| YTD | +61.3% | +17.2% | +44.1% | +50.2% |
| 1Y | +53.1% | +17.2% | +35.9% | +42.5% |
| 3Y | +152.1% | +121.1% | +31.0% | +86.5% |
| 5Y | +90.1% | +197.2% | -107.1% | +25.9% |
| 10Y | +1,910.4% | +280.9% | +1,629.4% | +993.7% |
| All | +1,910.4% | +278.0% | +1,632.3% | +993.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 10y: compounded portfolio wealth divided by compounded WMB 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…
10y analysis · Full analysis span regression · 6 months rolling