+9,374.7%
FTNT vs WPM
+1,064.2%
+8,310.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -2.7% | +7.0% | -9.7% | -3.7% |
| 30D | -1.4% | +15.7% | -17.1% | -3.6% |
| 3M | +10.1% | +35.2% | -25.1% | +4.9% |
| 6M | +88.2% | +6.1% | +82.1% | +84.7% |
| YTD | +98.3% | +32.6% | +65.7% | +87.4% |
| 1Y | +96.0% | +46.9% | +49.0% | +81.8% |
| 3Y | +145.8% | +276.3% | -130.5% | +94.5% |
| 5Y | +154.6% | +260.0% | -105.4% | +100.0% |
| 10Y | +2,063.6% | +508.5% | +1,555.1% | +1,431.8% |
| All | +9,374.7% | +1,064.2% | +8,310.5% | +4,775.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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