-45.4%
FND vs FIVE
+65.4%
-110.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.7% | -5.3% | -4.9% |
| 7D | +0.4% | +3.7% | -3.3% | -1.0% |
| 30D | -23.6% | +4.0% | -27.5% | -24.7% |
| 3M | +4.3% | +36.2% | -31.9% | -6.9% |
| 6M | -20.3% | +18.0% | -38.3% | -26.0% |
| YTD | -21.3% | +34.9% | -56.2% | -31.0% |
| 1Y | -45.4% | +67.9% | -113.3% | -56.9% |
| All | -45.4% | +65.4% | -110.7% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FIVE 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling