+249.2%
ASX vs FDX
+74.0%
+175.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.6% | +8.7% | +7.1% |
| 7D | +6.3% | -3.3% | +9.6% | +7.6% |
| 30D | +6.4% | -1.4% | +7.8% | +6.7% |
| 3M | +13.1% | -4.5% | +17.7% | +14.7% |
| 6M | +90.3% | +9.4% | +80.9% | +82.2% |
| YTD | +149.6% | +36.0% | +113.6% | +127.5% |
| 1Y | +249.2% | +75.5% | +173.7% | +201.2% |
| All | +249.2% | +74.0% | +175.2% | +201.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling