-4.9%
EQT vs FDX
+65.6%
-70.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.6% | -6.8% | -3.1% |
| 7D | -6.6% | +8.1% | -14.7% | -6.4% |
| 30D | +2.7% | +13.9% | -11.2% | +3.0% |
| 3M | -0.2% | +5.5% | -5.7% | +0.1% |
| 6M | -10.6% | +15.1% | -25.7% | -10.1% |
| YTD | -1.2% | +43.2% | -44.3% | +0.2% |
| 1Y | -4.9% | +65.0% | -69.9% | -6.9% |
| All | -4.9% | +65.6% | -70.5% | -6.9% |
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