+153.4%
FDX vs AMC
-98.7%
+252.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.1% |
| 7D | +0.5% | +5.5% | -5.0% | +0.3% |
| 30D | +9.5% | +16.1% | -6.6% | +9.0% |
| 3M | -1.3% | +43.0% | -44.3% | -2.5% |
| 6M | +5.5% | +130.7% | -125.1% | +2.3% |
| YTD | +38.9% | +121.8% | -82.9% | +34.5% |
| 1Y | +58.8% | +40.7% | +18.2% | +55.7% |
| 3Y | +71.1% | -56.8% | +127.9% | +70.4% |
| 5Y | +76.3% | -99.1% | +175.4% | +87.1% |
| 10Y | +153.4% | -98.7% | +252.1% | +134.6% |
| All | +153.4% | -98.7% | +252.1% | +134.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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