+1,784.6%
BE vs FND
-49.6%
+1,834.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.6% | +14.2% | +11.4% |
| 7D | +29.8% | +0.4% | +29.4% | +29.4% |
| 30D | +26.4% | -23.6% | +49.9% | +39.6% |
| 3M | +9.3% | +4.3% | +5.0% | +4.1% |
| 6M | +105.1% | -20.3% | +125.3% | +117.3% |
| YTD | +219.0% | -21.3% | +240.3% | +236.3% |
| 1Y | +418.8% | -45.4% | +464.1% | +541.9% |
| 3Y | +1,784.6% | -48.9% | +1,833.4% | +2,013.6% |
| All | +1,784.6% | -49.6% | +1,834.1% | +2,013.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling