+887.2%
ASX vs FDX
+155.6%
+731.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.2% |
| 7D | -9.1% | +0.5% | -9.6% | -9.1% |
| 30D | -23.6% | +9.5% | -33.1% | -26.1% |
| 3M | -5.6% | -1.3% | -4.3% | -5.4% |
| 6M | +4.7% | +5.5% | -0.8% | +2.4% |
| YTD | +122.6% | +38.9% | +83.7% | +95.4% |
| 1Y | +133.0% | +58.8% | +74.2% | +94.2% |
| 3Y | +367.1% | +71.1% | +296.0% | +266.5% |
| 5Y | +504.7% | +76.3% | +428.4% | +354.5% |
| 10Y | +887.2% | +153.4% | +733.8% | +561.1% |
| All | +887.2% | +155.6% | +731.6% | +561.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling