-22.0%
FND vs WU
-15.0%
-7.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.6% |
| 7D | -6.8% | -2.0% | -4.8% | -6.3% |
| 30D | +8.0% | +11.4% | -3.4% | +4.3% |
| 3M | -18.9% | -6.8% | -12.1% | -18.1% |
| 6M | +4.7% | -14.6% | +19.3% | +6.5% |
| YTD | -21.6% | -20.6% | -0.9% | -18.3% |
| 1Y | -22.0% | -15.4% | -6.6% | -21.1% |
| All | -22.0% | -15.0% | -7.0% | -21.1% |
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