+668.0%
BE vs FND
-2.5%
+670.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.7% | -3.7% |
| 7D | +10.8% | -6.8% | +17.7% | +15.4% |
| 30D | -19.8% | +8.0% | -27.8% | -24.1% |
| 3M | -18.7% | -18.9% | +0.2% | -10.5% |
| 6M | -33.7% | +4.7% | -38.4% | -38.4% |
| YTD | +121.0% | -21.6% | +142.5% | +135.1% |
| 1Y | +85.4% | -22.0% | +107.4% | +96.6% |
| 3Y | +1,709.5% | -40.4% | +1,750.0% | +1,964.6% |
| 5Y | +462.2% | -63.8% | +526.0% | +728.2% |
| All | +668.0% | -2.5% | +670.4% | +390.3% |
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