+9.1%
EQT vs FDX
+76.3%
-67.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.6% |
| 7D | -1.2% | -3.9% | +2.7% | -1.0% |
| 30D | +1.1% | -3.3% | +4.4% | +1.2% |
| 3M | +4.8% | -2.0% | +6.8% | +4.8% |
| 6M | -10.6% | +8.0% | -18.6% | -11.2% |
| YTD | +3.4% | +35.0% | -31.6% | -1.4% |
| All | +9.1% | +76.3% | -67.2% | -7.0% |
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