+55.4%
CG vs FND
-49.6%
+104.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.6% | +2.4% | -0.4% |
| 7D | -1.3% | +0.4% | -1.6% | -1.5% |
| 30D | -3.2% | -23.6% | +20.4% | +7.2% |
| 3M | +6.2% | +4.3% | +1.9% | +2.3% |
| 6M | -4.7% | -20.3% | +15.6% | +2.0% |
| YTD | -20.6% | -21.3% | +0.7% | -14.9% |
| 1Y | -26.4% | -45.4% | +19.0% | -7.8% |
| 3Y | +55.4% | -48.9% | +104.2% | +83.6% |
| All | +55.4% | -49.6% | +104.9% | +83.6% |
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