+7,694.2%
FTNT vs WMB
+837.5%
+6,856.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.4% | +0.9% |
| 7D | +5.7% | +8.1% | -2.3% | +3.5% |
| 30D | -32.1% | -6.9% | -25.2% | -30.8% |
| 3M | -19.5% | -5.1% | -14.4% | -18.5% |
| 6M | +13.8% | -5.7% | +19.5% | +15.0% |
| YTD | +63.1% | +18.1% | +45.1% | +53.9% |
| 1Y | +57.7% | +18.4% | +39.3% | +48.6% |
| 3Y | +154.9% | +122.7% | +32.2% | +100.2% |
| 5Y | +89.3% | +202.0% | -112.7% | +35.9% |
| 10Y | +1,933.0% | +283.8% | +1,649.2% | +1,176.8% |
| All | +7,694.2% | +837.5% | +6,856.7% | +2,710.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling