+58.5%
FDX vs BEN
+70.3%
-11.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.3% | -2.9% | +1.3% |
| 7D | +0.2% | +12.2% | -12.0% | -3.6% |
| 30D | +9.3% | +12.1% | -2.8% | +5.1% |
| 3M | +0.5% | +7.3% | -6.8% | -2.0% |
| 6M | +5.3% | +17.9% | -12.6% | -1.1% |
| YTD | +38.6% | +55.4% | -16.8% | +16.2% |
| All | +58.5% | +70.3% | -11.8% | +29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling