+81.9%
UBER vs FTNT
+153.6%
-71.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.0% | +1.8% |
| 7D | -4.5% | +1.6% | -6.1% | -4.9% |
| 30D | -7.6% | -1.9% | -5.7% | -7.7% |
| 3M | +5.8% | +14.4% | -8.6% | +0.2% |
| 6M | +0.3% | +88.7% | -88.4% | -20.9% |
| YTD | -11.2% | +100.0% | -111.2% | -31.8% |
| 1Y | -23.0% | +99.9% | -122.8% | -40.9% |
| 3Y | +53.6% | +147.9% | -94.3% | +2.5% |
| 5Y | +81.9% | +155.8% | -73.9% | +9.5% |
| All | +81.9% | +153.6% | -71.7% | +9.5% |
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