-12.3%
BA vs FDX
+50.3%
-62.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.5% |
| 7D | -0.6% | +0.8% | -1.3% | -0.7% |
| 30D | -8.0% | +9.9% | -17.9% | -9.7% |
| 3M | -25.8% | -1.9% | -23.9% | -25.4% |
| 6M | -27.6% | +6.1% | -33.7% | -28.3% |
| YTD | -21.0% | +38.8% | -59.8% | -22.8% |
| 1Y | -12.3% | +50.0% | -62.2% | -14.0% |
| All | -12.3% | +50.3% | -62.5% | -14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling