+2,793.8%
ASX vs FDX
+1,018.9%
+1,774.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.8% | -16.9% | -19.2% |
| 7D | -33.3% | +2.9% | -36.2% | -34.0% |
| 30D | -36.5% | +9.6% | -46.1% | -38.8% |
| 3M | -19.2% | +2.4% | -21.6% | -20.3% |
| 6M | -10.2% | +9.2% | -19.4% | -13.7% |
| YTD | +86.5% | +37.7% | +48.7% | +61.7% |
| 1Y | +89.6% | +56.1% | +33.5% | +55.6% |
| 3Y | +298.6% | +68.9% | +229.7% | +205.9% |
| 5Y | +414.3% | +79.0% | +335.3% | +273.2% |
| 10Y | +711.1% | +163.9% | +547.2% | +355.6% |
| All | +2,793.8% | +1,018.9% | +1,774.9% | +690.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling