+162.8%
FTNT vs WU
-51.3%
+214.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.3% | -1.9% |
| 7D | -0.1% | -3.5% | +3.3% | +0.5% |
| 30D | -3.0% | -2.9% | 0.0% | -2.5% |
| 3M | +7.6% | -2.3% | +9.9% | +6.7% |
| 6M | +87.0% | -25.4% | +112.3% | +97.0% |
| YTD | +96.5% | -21.2% | +117.7% | +104.1% |
| 1Y | +92.9% | -8.9% | +101.8% | +92.2% |
| 3Y | +139.8% | -29.0% | +168.8% | +149.9% |
| All | +162.8% | -51.3% | +214.2% | +194.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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