+153.4%
FDX vs BUD
-4.3%
+157.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | +0.5% | +6.0% | -5.6% | -1.9% |
| 30D | +9.5% | +11.3% | -1.8% | +4.8% |
| 3M | -1.3% | +3.6% | -4.9% | -3.0% |
| 6M | +5.5% | +7.7% | -2.2% | +1.9% |
| YTD | +38.9% | +36.4% | +2.5% | +21.6% |
| 1Y | +58.8% | +37.8% | +21.0% | +38.4% |
| 3Y | +71.1% | +51.2% | +19.9% | +40.4% |
| 5Y | +76.3% | +53.4% | +22.9% | +41.1% |
| 10Y | +153.4% | -3.2% | +156.6% | +104.7% |
| All | +153.4% | -4.3% | +157.7% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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