-45.4%
FND vs URA
+20.2%
-65.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.1% | -7.7% | -5.3% |
| 7D | +0.4% | +8.1% | -7.7% | -1.3% |
| 30D | -23.6% | +5.8% | -29.3% | -24.6% |
| 3M | +4.3% | +3.4% | +0.9% | +3.1% |
| 6M | -20.3% | -2.6% | -17.7% | -20.6% |
| YTD | -21.3% | +11.2% | -32.5% | -23.6% |
| 1Y | -45.4% | +19.8% | -65.2% | -47.1% |
| All | -45.4% | +20.2% | -65.6% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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