+55.3%
BE vs FDX
+65.6%
-10.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.6% | -9.9% | -7.7% |
| 7D | -12.1% | +8.1% | -20.3% | -15.1% |
| 30D | -30.1% | +13.9% | -44.0% | -34.0% |
| 3M | -12.1% | +5.5% | -17.7% | -14.6% |
| 6M | -30.6% | +15.1% | -45.7% | -34.8% |
| YTD | +130.6% | +43.2% | +87.5% | +106.4% |
| 1Y | +55.3% | +65.0% | -9.8% | +51.7% |
| All | +55.3% | +65.6% | -10.3% | +51.7% |
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