+9,303.7%
FTNT vs WMB
+893.8%
+8,409.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | -5.8% | +0.6% | -6.4% | -6.0% |
| 30D | -4.8% | +3.3% | -8.0% | -5.7% |
| 3M | +4.4% | +3.1% | +1.3% | +3.3% |
| 6M | +88.8% | -0.7% | +89.5% | +88.1% |
| YTD | +96.8% | +25.2% | +71.7% | +83.1% |
| 1Y | +104.5% | +32.9% | +71.6% | +86.6% |
| 3Y | +156.8% | +140.6% | +16.2% | +97.7% |
| 5Y | +144.1% | +273.5% | -129.4% | +65.4% |
| 10Y | +2,021.8% | +334.2% | +1,687.6% | +1,192.8% |
| All | +9,303.7% | +893.8% | +8,409.9% | +3,243.3% |
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