+153.5%
FDX vs ACWI
+224.5%
-70.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.8% |
| 7D | +5.2% | +2.4% | +2.7% | +2.4% |
| 30D | +11.3% | -1.7% | +13.0% | +13.3% |
| 3M | -4.1% | -3.9% | -0.2% | 0.0% |
| 6M | +9.6% | +0.8% | +8.9% | +8.2% |
| YTD | +40.9% | +11.0% | +29.9% | +24.5% |
| 1Y | +53.0% | +13.1% | +39.9% | +32.4% |
| 3Y | +74.1% | +73.9% | +0.2% | -8.0% |
| 5Y | +75.1% | +59.0% | +16.1% | +3.0% |
| All | +153.5% | +224.5% | -70.9% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling