+153.0%
FTNT vs WMB
+285.8%
-132.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | +1.7% | 0.0% | +1.7% | +1.7% |
| 30D | -4.3% | +4.6% | -8.8% | -5.8% |
| 3M | +13.6% | +5.7% | +7.9% | +11.0% |
| 6M | +87.6% | +4.2% | +83.4% | +83.4% |
| YTD | +98.0% | +26.8% | +71.1% | +78.4% |
| 1Y | +96.9% | +34.7% | +62.2% | +72.5% |
| 3Y | +145.4% | +146.8% | -1.4% | +71.8% |
| 5Y | +153.0% | +285.0% | -132.0% | +77.0% |
| All | +153.0% | +285.8% | -132.8% | +77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling