+42.1%
U vs FND
-24.7%
+66.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.2% | +7.5% | +5.6% |
| 7D | +2.6% | -6.8% | +9.4% | +3.8% |
| 30D | +27.6% | +8.0% | +19.6% | +24.9% |
| 3M | +15.3% | -18.9% | +34.3% | +19.2% |
| 6M | +96.4% | +4.7% | +91.7% | +89.8% |
| YTD | +19.6% | -21.6% | +41.1% | +32.6% |
| 1Y | +42.1% | -22.0% | +64.1% | +57.9% |
| All | +42.1% | -24.7% | +66.8% | +57.9% |
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