+55.3%
BE vs FND
-10.3%
+65.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +10.9% | -17.3% | -8.3% |
| 7D | -12.1% | +12.3% | -24.5% | -14.1% |
| 30D | -30.1% | +14.7% | -44.8% | -32.1% |
| 3M | -12.1% | -12.0% | -0.1% | -9.3% |
| 6M | -30.6% | +10.8% | -41.3% | -34.9% |
| YTD | +130.6% | -12.3% | +142.9% | +121.7% |
| 1Y | +55.3% | -13.4% | +68.7% | +48.7% |
| All | +55.3% | -10.3% | +65.5% | +48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling