+325.3%
ASX vs FDX
+64.2%
+261.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.7% | +9.2% | +7.4% |
| 7D | -19.9% | -1.6% | -18.3% | -19.3% |
| 30D | -30.9% | +6.6% | -37.5% | -32.3% |
| 3M | -15.1% | -2.1% | -13.0% | -14.6% |
| 6M | -6.5% | +2.2% | -8.6% | -7.3% |
| YTD | +98.4% | +33.9% | +64.5% | +78.7% |
| 1Y | +107.9% | +50.2% | +57.6% | +79.9% |
| 3Y | +325.3% | +65.5% | +259.7% | +221.0% |
| All | +325.3% | +64.2% | +261.1% | +221.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling