+3,978.4%
FDX vs BNY
+8,076.8%
-4,098.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -2.1% |
| 7D | -3.3% | +1.5% | -4.8% | -3.8% |
| 30D | -1.4% | +3.3% | -4.7% | -2.6% |
| 3M | -4.5% | +15.3% | -19.8% | -9.6% |
| 6M | +9.4% | +42.5% | -33.0% | -4.2% |
| YTD | +36.0% | +42.0% | -6.0% | +18.9% |
| 1Y | +75.5% | +59.3% | +16.2% | +46.8% |
| 3Y | +62.8% | +291.2% | -228.4% | -2.9% |
| 5Y | +64.4% | +252.1% | -187.7% | +0.8% |
| 10Y | +175.5% | +407.1% | -231.7% | +45.9% |
| All | +3,978.4% | +8,076.8% | -4,098.4% | +619.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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