+198.9%
DIA vs FND
+57.9%
+141.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.6% |
| 7D | +2.1% | -6.8% | +9.0% | +3.6% |
| 30D | +1.5% | +8.0% | -6.5% | -0.3% |
| 3M | -2.4% | -18.9% | +16.5% | +1.3% |
| 6M | +6.0% | +4.7% | +1.3% | +3.6% |
| YTD | +10.1% | -21.6% | +31.7% | +13.2% |
| 1Y | +11.8% | -22.0% | +33.8% | +15.0% |
| 3Y | +59.7% | -40.4% | +100.1% | +67.3% |
| 5Y | +57.9% | -63.8% | +121.7% | +76.3% |
| All | +198.9% | +57.9% | +141.1% | +139.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling