+41.5%
NU vs FTNT
+141.7%
-100.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -2.1% |
| 7D | -4.9% | -0.1% | -4.7% | -4.8% |
| 30D | +7.8% | -3.0% | +10.8% | +8.3% |
| 3M | +20.9% | +7.6% | +13.3% | +16.5% |
| 6M | +0.9% | +87.0% | -86.1% | -22.6% |
| YTD | -12.7% | +96.5% | -109.2% | -34.7% |
| 1Y | -6.4% | +92.9% | -99.3% | -29.7% |
| 3Y | +98.1% | +139.8% | -41.7% | +29.1% |
| All | +41.5% | +141.7% | -100.2% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTNT.
Daily Out/Under-Performance
Portfolio return minus FTNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTNT 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 FTNT 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