+149.2%
FDX vs ACWI
+219.0%
-69.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -1.6% | -2.4% | +0.7% | +1.0% |
| 30D | +6.6% | -5.2% | +11.8% | +13.0% |
| 3M | -2.1% | -4.8% | +2.8% | +3.2% |
| 6M | +2.2% | -1.3% | +3.5% | +3.2% |
| YTD | +33.9% | +8.4% | +25.6% | +21.6% |
| 1Y | +50.2% | +11.0% | +39.2% | +32.6% |
| 3Y | +65.5% | +70.6% | -5.0% | -10.6% |
| 5Y | +74.1% | +55.3% | +18.8% | +5.1% |
| All | +149.2% | +219.0% | -69.8% | -29.5% |
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