-13.4%
FND vs WU
-18.0%
+4.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +5.4% | +5.5% | +9.2% |
| 7D | +12.3% | +8.2% | +4.1% | +9.9% |
| 30D | +14.7% | +8.0% | +6.7% | +12.3% |
| 3M | -12.0% | -6.6% | -5.4% | -11.0% |
| 6M | +10.8% | -23.3% | +34.0% | +15.4% |
| YTD | -12.3% | -22.4% | +10.1% | -8.4% |
| 1Y | -13.4% | -18.0% | +4.6% | -10.4% |
| All | -13.4% | -18.0% | +4.6% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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