-39.3%
FND vs DAR
+104.4%
-143.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.7% |
| 7D | -5.2% | +1.4% | -6.6% | -5.2% |
| 30D | -19.9% | +12.8% | -32.7% | -20.1% |
| 3M | +2.7% | +7.4% | -4.6% | +2.9% |
| 6M | -21.7% | +22.3% | -43.9% | -25.7% |
| YTD | -17.5% | +81.1% | -98.6% | -32.7% |
| 1Y | -39.3% | +106.5% | -145.8% | -52.5% |
| All | -39.3% | +104.4% | -143.7% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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