+911.5%
BE vs FND
+2.6%
+908.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.7% | +5.6% | +6.4% |
| 7D | +20.0% | -5.2% | +25.2% | +23.4% |
| 30D | +7.9% | -19.9% | +27.8% | +21.1% |
| 3M | -13.2% | +2.7% | -15.9% | -17.1% |
| 6M | +53.5% | -21.7% | +75.1% | +68.9% |
| YTD | +191.0% | -17.5% | +208.5% | +206.0% |
| 1Y | +360.5% | -39.3% | +399.8% | +467.5% |
| 3Y | +1,568.0% | -49.8% | +1,617.8% | +2,052.2% |
| 5Y | +1,055.2% | -60.1% | +1,115.3% | +1,528.5% |
| All | +911.5% | +2.6% | +908.9% | +538.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling