+3,916.3%
FDX vs BEN
+4,818.7%
-902.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.7% | -7.5% | -4.6% |
| 7D | -1.6% | +6.6% | -8.2% | -4.2% |
| 30D | +6.6% | +3.8% | +2.8% | +4.8% |
| 3M | -2.1% | +0.2% | -2.3% | -2.4% |
| 6M | +2.2% | +10.4% | -8.3% | -2.5% |
| YTD | +33.9% | +46.2% | -12.2% | +13.7% |
| 1Y | +50.2% | +52.3% | -2.0% | +25.3% |
| 3Y | +65.5% | +65.9% | -0.4% | +30.7% |
| 5Y | +74.1% | +20.6% | +53.5% | +53.9% |
| 10Y | +156.7% | +64.8% | +91.9% | +89.2% |
| All | +3,916.3% | +4,818.7% | -902.3% | +1,008.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling