+26.2%
MAR vs FND
-36.4%
+62.6%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.3% |
| 7D | -4.2% | -5.2% | +1.1% | -2.9% |
| 30D | -6.7% | -19.9% | +13.2% | -1.6% |
| 3M | -12.5% | +2.7% | -15.2% | -14.1% |
| 6M | +0.6% | -21.7% | +22.2% | +6.2% |
| YTD | +9.1% | -17.5% | +26.6% | +13.4% |
| 1Y | +26.2% | -39.3% | +65.5% | +35.1% |
| All | +26.2% | -36.4% | +62.6% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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