+50.2%
FDX vs ACWI
+10.2%
+40.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -1.6% | -2.4% | +0.7% | +0.2% |
| 30D | +6.6% | -5.2% | +11.8% | +11.0% |
| 3M | -2.1% | -4.8% | +2.8% | +1.6% |
| 6M | +2.2% | -1.3% | +3.5% | +2.5% |
| YTD | +33.9% | +8.4% | +25.6% | +24.9% |
| 1Y | +50.2% | +11.0% | +39.2% | +38.9% |
| All | +50.2% | +10.2% | +40.0% | +38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling