+149.8%
FDX vs BB
+24.8%
+125.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +1.9% | -0.6% |
| 7D | +0.8% | +9.0% | -8.2% | -0.5% |
| 30D | +9.9% | +7.7% | +2.2% | +8.2% |
| 3M | -1.9% | +4.0% | -5.9% | -3.4% |
| 6M | +6.1% | +46.6% | -40.5% | -2.5% |
| YTD | +38.8% | +140.6% | -101.8% | +17.2% |
| 1Y | +50.0% | +103.1% | -53.1% | +29.8% |
| 3Y | +71.0% | +150.5% | -79.5% | +36.3% |
| 5Y | +72.5% | -15.4% | +87.9% | +57.8% |
| All | +149.8% | +24.8% | +125.0% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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