+432.3%
ASX vs FDX
+65.4%
+366.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -0.7% | -2.5% | +1.8% | +0.3% |
| 30D | +2.0% | +3.8% | -1.8% | +0.4% |
| 3M | -1.3% | -1.3% | 0.0% | -0.9% |
| 6M | +71.4% | +5.0% | +66.4% | +67.4% |
| YTD | +135.3% | +39.6% | +95.7% | +105.7% |
| 1Y | +267.5% | +81.1% | +186.4% | +189.6% |
| 3Y | +388.5% | +63.0% | +325.4% | +285.3% |
| All | +432.3% | +65.4% | +366.9% | +279.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling