+2,274.9%
V vs FTNT
+7,168.8%
-4,893.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | +0.6% | -3.5% | +4.2% | +1.4% |
| 30D | +9.7% | -36.5% | +46.3% | +19.8% |
| 3M | +17.3% | -24.7% | +42.0% | +22.8% |
| 6M | +33.2% | +8.3% | +24.9% | +27.7% |
| YTD | +21.3% | +55.6% | -34.3% | +6.1% |
| 1Y | +27.3% | +50.2% | -22.8% | +12.1% |
| 3Y | +76.1% | +143.2% | -67.1% | +33.7% |
| 5Y | +103.5% | +85.5% | +18.0% | +56.4% |
| 10Y | +454.5% | +1,868.3% | -1,413.8% | +142.9% |
| All | +2,274.9% | +7,168.8% | -4,893.9% | +682.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling