+48.5%
FND vs RRC
+63.1%
-14.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.7% |
| 7D | -0.8% | -1.7% | +1.0% | -0.5% |
| 30D | -19.6% | +3.6% | -23.2% | -20.0% |
| 3M | -4.3% | +8.8% | -13.2% | -5.7% |
| 6M | -20.4% | +0.8% | -21.2% | -21.1% |
| YTD | -21.9% | +19.0% | -40.8% | -24.5% |
| 1Y | -45.2% | +22.9% | -68.1% | -47.5% |
| 3Y | -49.2% | +32.3% | -81.5% | -52.5% |
| 5Y | -61.8% | +151.6% | -213.4% | -68.2% |
| All | +48.5% | +63.1% | -14.6% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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