+707.7%
BE vs FND
-0.2%
+708.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.4% | +0.8% | -1.3% |
| 7D | +20.5% | -5.1% | +25.7% | +24.2% |
| 30D | -23.4% | +9.2% | -32.5% | -27.9% |
| 3M | -14.9% | -17.7% | +2.8% | -7.0% |
| 6M | -28.1% | +2.5% | -30.5% | -32.4% |
| YTD | +132.4% | -19.8% | +152.2% | +144.2% |
| 1Y | +59.4% | -22.7% | +82.0% | +70.5% |
| 3Y | +1,815.8% | -38.3% | +1,854.1% | +2,041.6% |
| 5Y | +491.3% | -63.0% | +554.3% | +760.3% |
| All | +707.7% | -0.2% | +708.0% | +409.3% |
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