+40,257.2%
ADI vs FDX
+4,209.7%
+36,047.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -6.3% | +0.5% | -6.8% | -6.4% |
| 30D | -3.2% | +9.5% | -12.7% | -6.8% |
| 3M | +2.8% | -1.3% | +4.1% | +3.0% |
| 6M | -5.0% | +5.5% | -10.6% | -7.7% |
| YTD | +46.3% | +38.9% | +7.4% | +26.5% |
| 1Y | +71.6% | +58.8% | +12.8% | +40.2% |
| 3Y | +139.2% | +71.1% | +68.0% | +84.5% |
| 5Y | +136.4% | +76.3% | +60.1% | +73.9% |
| 10Y | +636.2% | +153.4% | +482.8% | +339.5% |
| All | +40,257.2% | +4,209.7% | +36,047.6% | +8,140.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 all: compounded portfolio wealth divided by compounded FDX 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…
all analysis · Full analysis span regression · 6 months rolling