+41,898.0%
ADI vs FDX
+4,207.2%
+37,690.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.5% |
| 7D | +13.4% | +0.8% | +12.6% | +13.1% |
| 30D | -1.3% | +9.9% | -11.2% | -5.1% |
| 3M | +6.8% | -1.9% | +8.7% | +7.3% |
| 6M | -1.9% | +6.1% | -8.0% | -4.9% |
| YTD | +52.3% | +38.8% | +13.5% | +31.7% |
| 1Y | +71.6% | +50.0% | +21.7% | +43.7% |
| 3Y | +148.9% | +71.0% | +77.9% | +92.1% |
| 5Y | +140.8% | +72.5% | +68.3% | +78.7% |
| 10Y | +653.6% | +153.1% | +500.5% | +350.2% |
| All | +41,898.0% | +4,207.2% | +37,690.8% | +8,478.1% |
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