+47.7%
FND vs UUUU
+564.1%
-516.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.0% | +6.0% | +1.8% |
| 7D | -5.8% | -10.5% | +4.8% | -4.2% |
| 30D | -20.2% | -10.5% | -9.7% | -19.1% |
| 3M | -12.0% | -14.1% | +2.2% | -10.6% |
| 6M | -18.5% | -35.5% | +17.0% | -14.5% |
| YTD | -22.3% | -10.9% | -11.3% | -23.9% |
| 1Y | -47.6% | +3.4% | -51.0% | -51.3% |
| 3Y | -49.8% | +73.1% | -122.9% | -60.0% |
| 5Y | -63.0% | +87.1% | -150.1% | -72.4% |
| All | +47.7% | +564.1% | -516.4% | -23.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling