+56.7%
FND vs URA
+319.1%
-262.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.4% |
| 7D | -5.2% | +1.1% | -6.3% | -5.5% |
| 30D | -19.9% | +7.4% | -27.3% | -22.0% |
| 3M | +2.7% | -8.4% | +11.1% | +5.1% |
| 6M | -21.7% | -12.7% | -9.0% | -19.1% |
| YTD | -17.5% | +7.8% | -25.3% | -22.3% |
| 1Y | -39.3% | +19.5% | -58.8% | -46.2% |
| 3Y | -49.8% | +116.4% | -166.2% | -67.6% |
| 5Y | -60.1% | +134.3% | -194.4% | -76.9% |
| All | +56.7% | +319.1% | -262.4% | -44.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling