+2,279.3%
V vs FTNT
+7,168.8%
-4,889.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | +0.8% | -3.5% | +4.3% | +1.6% |
| 30D | +9.9% | -36.5% | +46.5% | +20.0% |
| 3M | +17.5% | -24.7% | +42.3% | +23.0% |
| 6M | +33.5% | +8.3% | +25.1% | +27.9% |
| YTD | +21.6% | +55.6% | -34.0% | +6.3% |
| 1Y | +27.6% | +50.2% | -22.6% | +12.4% |
| 3Y | +76.4% | +143.2% | -66.7% | +33.9% |
| 5Y | +103.8% | +85.5% | +18.4% | +56.7% |
| 10Y | +455.5% | +1,868.3% | -1,412.8% | +143.4% |
| All | +2,279.3% | +7,168.8% | -4,889.5% | +683.5% |
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 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