+1,709.5%
BE vs FDX
+74.4%
+1,635.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.5% | -6.4% | -5.5% |
| 7D | +10.8% | +5.2% | +5.6% | +8.9% |
| 30D | -19.8% | +11.3% | -31.1% | -22.7% |
| 3M | -18.7% | -4.1% | -14.6% | -17.5% |
| 6M | -33.7% | +9.6% | -43.4% | -35.9% |
| YTD | +121.0% | +40.9% | +80.1% | +96.6% |
| 1Y | +85.4% | +53.0% | +32.4% | +60.9% |
| 3Y | +1,709.5% | +74.1% | +1,635.4% | +977.5% |
| All | +1,709.5% | +74.4% | +1,635.1% | +977.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling