+389.6%
BE vs FDX
+73.2%
+316.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.3% | -2.1% |
| 7D | +23.9% | -2.3% | +26.3% | +25.2% |
| 30D | +27.8% | -4.9% | +32.7% | +31.0% |
| 3M | +3.7% | -6.5% | +10.2% | +7.4% |
| 6M | +78.0% | +6.7% | +71.3% | +66.9% |
| YTD | +209.9% | +33.9% | +176.0% | +171.3% |
| 1Y | +389.6% | +72.2% | +317.4% | +292.9% |
| All | +389.6% | +73.2% | +316.4% | +292.9% |
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 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