+156.3%
FDX vs BUD
-8.7%
+165.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.1% | +2.9% |
| 7D | +0.2% | +1.3% | -1.1% | -0.4% |
| 30D | +9.3% | +10.0% | -0.7% | +5.1% |
| 3M | +0.5% | +1.6% | -1.1% | -0.4% |
| 6M | +5.3% | +6.5% | -1.2% | +2.1% |
| YTD | +38.6% | +34.8% | +3.8% | +22.0% |
| 1Y | +53.5% | +36.5% | +17.1% | +34.4% |
| 3Y | +74.2% | +49.0% | +25.3% | +44.0% |
| 5Y | +75.3% | +51.7% | +23.6% | +41.0% |
| 10Y | +156.3% | -7.5% | +163.8% | +107.3% |
| All | +156.3% | -8.7% | +165.0% | +107.3% |
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