-45.2%
FND vs DAR
+116.5%
-161.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.7% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | -19.6% | +7.4% | -27.0% | -19.4% |
| 3M | -4.3% | +15.7% | -20.0% | -4.6% |
| 6M | -20.4% | +30.0% | -50.5% | -25.2% |
| YTD | -21.9% | +87.5% | -109.4% | -36.1% |
| 1Y | -45.2% | +113.4% | -158.6% | -57.0% |
| All | -45.2% | +116.5% | -161.7% | -57.0% |
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