+155.7%
FDX vs BEN
+60.1%
+95.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -2.1% | +7.2% | -9.2% | -5.3% |
| 30D | +10.4% | +14.1% | -3.7% | +3.5% |
| 3M | +0.5% | +9.9% | -9.5% | -4.2% |
| 6M | +6.5% | +17.4% | -10.9% | -2.1% |
| YTD | +40.2% | +57.3% | -17.1% | +11.4% |
| 1Y | +52.1% | +66.9% | -14.8% | +17.2% |
| 3Y | +72.8% | +85.7% | -12.8% | +22.7% |
| 5Y | +76.3% | +31.2% | +45.1% | +44.7% |
| 10Y | +155.7% | +61.0% | +94.7% | +76.4% |
| All | +155.7% | +60.1% | +95.7% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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