+1,552.0%
FDX vs AU
+653.8%
+898.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.1% |
| 7D | -2.1% | +4.7% | -6.7% | -2.3% |
| 30D | +10.4% | -1.5% | +11.9% | +10.4% |
| 3M | +0.5% | -5.0% | +5.4% | +0.5% |
| 6M | +6.5% | -13.5% | +20.0% | +6.8% |
| YTD | +40.2% | +11.7% | +28.5% | +38.8% |
| 1Y | +52.1% | +21.3% | +30.8% | +50.0% |
| 3Y | +72.8% | +545.0% | -472.1% | +57.5% |
| 5Y | +76.3% | +412.0% | -335.7% | +60.6% |
| 10Y | +155.7% | +899.1% | -743.3% | +118.8% |
| All | +1,552.0% | +653.8% | +898.3% | +1,419.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 all: compounded portfolio wealth divided by compounded AU 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…
all analysis · Full analysis span regression · 6 months rolling