+358.3%
DELL vs FDX
+76.4%
+281.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.1% | +11.9% | +12.0% |
| 7D | +8.2% | -3.3% | +11.5% | +9.7% |
| 30D | +17.1% | -4.5% | +21.6% | +19.1% |
| 3M | +45.2% | -7.3% | +52.5% | +49.4% |
| 6M | +286.8% | +7.5% | +279.2% | +270.2% |
| YTD | +354.8% | +35.1% | +319.7% | +308.4% |
| 1Y | +358.3% | +71.4% | +286.8% | +318.6% |
| All | +358.3% | +76.4% | +281.8% | +318.6% |
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