-13.4%
FND vs UUUU
-55.1%
+41.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.8% | +11.8% | +11.0% |
| 7D | +12.3% | -14.4% | +26.7% | +14.3% |
| 30D | +14.7% | -33.6% | +48.4% | +20.0% |
| 3M | -12.0% | -44.2% | +32.2% | -6.3% |
| 6M | +10.8% | -66.8% | +77.6% | +23.6% |
| YTD | -12.3% | -50.6% | +38.3% | -8.1% |
| 1Y | -13.4% | -57.8% | +44.4% | -8.2% |
| All | -13.4% | -55.1% | +41.7% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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