+26.0%
C vs FND
-10.3%
+36.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +10.9% | -9.3% | -0.1% |
| 7D | +1.1% | +12.3% | -11.3% | -0.9% |
| 30D | -2.4% | +14.7% | -17.2% | -4.7% |
| 3M | -8.4% | -12.0% | +3.6% | -6.5% |
| 6M | +0.3% | +10.8% | -10.4% | -3.3% |
| YTD | +9.1% | -12.3% | +21.4% | +9.5% |
| 1Y | +26.0% | -13.4% | +39.4% | +26.5% |
| All | +26.0% | -10.3% | +36.3% | +26.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling