+175.5%
FDX vs BEN
+56.5%
+119.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.5% |
| 7D | -3.3% | +4.7% | -8.0% | -5.4% |
| 30D | -1.4% | +2.6% | -4.0% | -2.6% |
| 3M | -4.5% | +11.5% | -16.0% | -9.6% |
| 6M | +9.4% | +35.3% | -25.9% | -5.9% |
| YTD | +36.0% | +48.6% | -12.6% | +11.7% |
| 1Y | +75.5% | +46.7% | +28.8% | +44.5% |
| 3Y | +62.8% | +57.0% | +5.8% | +26.1% |
| 5Y | +64.4% | +41.8% | +22.6% | +29.5% |
| 10Y | +175.5% | +55.2% | +120.2% | +98.7% |
| All | +175.5% | +56.5% | +119.0% | +98.7% |
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