+281.8%
ALL vs FND
+57.3%
+224.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.8% | +0.1% |
| 7D | -2.2% | -0.8% | -1.4% | -2.1% |
| 30D | -5.6% | -19.6% | +14.0% | -2.8% |
| 3M | +17.2% | -4.3% | +21.6% | +17.2% |
| 6M | +23.2% | -20.4% | +43.7% | +25.9% |
| YTD | +23.6% | -21.9% | +45.5% | +26.0% |
| 1Y | +29.2% | -45.2% | +74.4% | +38.5% |
| 3Y | +153.8% | -49.2% | +203.1% | +165.9% |
| 5Y | +116.1% | -61.8% | +177.9% | +129.2% |
| All | +281.8% | +57.3% | +224.5% | +197.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling