+1,749.1%
BMY vs FDX
+4,233.7%
-2,484.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | +0.4% | -2.5% | +2.9% | +0.9% |
| 30D | +5.0% | +3.8% | +1.2% | +4.1% |
| 3M | +19.4% | -1.3% | +20.7% | +19.5% |
| 6M | +9.5% | +5.0% | +4.5% | +7.9% |
| YTD | +28.1% | +39.6% | -11.6% | +18.6% |
| 1Y | +50.0% | +81.1% | -31.1% | +31.1% |
| 3Y | +24.1% | +63.0% | -39.0% | +8.7% |
| 5Y | +25.0% | +65.6% | -40.6% | +6.0% |
| 10Y | +68.7% | +183.4% | -114.7% | +19.5% |
| All | +1,749.1% | +4,233.7% | -2,484.5% | +537.4% |
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