+461.4%
BE vs FND
-61.3%
+522.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.5% | -0.8% | -2.5% |
| 7D | -13.4% | +6.8% | -20.2% | -16.6% |
| 30D | -33.9% | +13.1% | -47.0% | -38.8% |
| 3M | -12.0% | -13.1% | +1.1% | -6.6% |
| 6M | -29.0% | -0.6% | -28.4% | -32.3% |
| YTD | +113.4% | -15.5% | +128.9% | +118.2% |
| 1Y | +33.2% | -13.7% | +46.8% | +33.6% |
| 3Y | +1,659.2% | -35.0% | +1,694.2% | +1,761.4% |
| 5Y | +461.4% | -60.1% | +521.4% | +750.5% |
| All | +461.4% | -61.3% | +522.7% | +750.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling