+37,071.2%
ADI vs FDX
+4,233.7%
+32,837.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | +0.4% | -2.5% | +3.0% | +1.5% |
| 30D | -3.8% | +3.8% | -7.6% | -5.5% |
| 3M | -15.3% | -1.3% | -14.0% | -14.9% |
| 6M | +6.7% | +5.0% | +1.7% | +3.9% |
| YTD | +34.8% | +39.6% | -4.9% | +16.4% |
| 1Y | +49.0% | +81.1% | -32.1% | +15.3% |
| 3Y | +108.1% | +63.0% | +45.0% | +63.7% |
| 5Y | +142.4% | +65.6% | +76.8% | +82.6% |
| 10Y | +589.9% | +183.4% | +406.6% | +293.9% |
| All | +37,071.2% | +4,233.7% | +32,837.5% | +7,483.1% |
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