+367.1%
ASX vs FDX
+73.9%
+293.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.2% |
| 7D | -9.1% | +0.5% | -9.6% | -9.0% |
| 30D | -23.6% | +9.5% | -33.1% | -25.8% |
| 3M | -5.6% | -1.3% | -4.3% | -5.3% |
| 6M | +4.7% | +5.5% | -0.8% | +2.7% |
| YTD | +122.6% | +38.9% | +83.7% | +98.3% |
| 1Y | +133.0% | +58.8% | +74.2% | +98.3% |
| 3Y | +367.1% | +71.1% | +296.0% | +259.4% |
| All | +367.1% | +73.9% | +293.3% | +259.4% |
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