+529.2%
ASX vs FDX
+77.4%
+451.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.0% | +5.6% | +6.2% |
| 7D | +0.8% | -2.1% | +2.9% | +2.0% |
| 30D | -20.4% | +10.4% | -30.8% | -23.3% |
| 3M | -2.1% | +0.5% | -2.6% | -2.5% |
| 6M | +8.2% | +6.5% | +1.7% | +5.4% |
| YTD | +137.3% | +40.2% | +97.0% | +106.6% |
| 1Y | +155.0% | +52.1% | +102.9% | +115.1% |
| 3Y | +397.9% | +72.8% | +325.1% | +282.0% |
| 5Y | +529.2% | +76.3% | +453.0% | +359.5% |
| All | +529.2% | +77.4% | +451.8% | +359.5% |
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