+49.5%
FND vs RACE
+474.0%
-424.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -4.0% |
| 7D | +0.4% | -1.0% | +1.4% | +1.0% |
| 30D | -23.6% | -1.5% | -22.0% | -22.9% |
| 3M | +4.3% | +15.5% | -11.1% | -4.5% |
| 6M | -20.3% | +17.3% | -37.6% | -27.8% |
| YTD | -21.3% | +11.1% | -32.4% | -26.8% |
| 1Y | -45.4% | -14.3% | -31.1% | -41.3% |
| 3Y | -48.9% | +40.2% | -89.0% | -62.4% |
| 5Y | -61.0% | +92.6% | -153.6% | -76.8% |
| All | +49.5% | +474.0% | -424.5% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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