+1,267.0%
BE vs FND
-61.0%
+1,327.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.6% | +14.2% | +12.1% |
| 7D | +29.8% | +0.4% | +29.4% | +29.3% |
| 30D | +26.4% | -23.6% | +49.9% | +45.3% |
| 3M | +9.3% | +4.3% | +5.0% | +2.5% |
| 6M | +105.1% | -20.3% | +125.3% | +121.7% |
| YTD | +219.0% | -21.3% | +240.3% | +242.6% |
| 1Y | +418.8% | -45.4% | +464.1% | +583.7% |
| 3Y | +1,784.6% | -48.9% | +1,833.4% | +2,271.8% |
| All | +1,267.0% | -61.0% | +1,327.9% | +1,815.8% |
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