+773.6%
FDX vs BUD
+215.1%
+558.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.3% | +2.0% |
| 7D | -2.1% | +0.5% | -2.5% | -2.3% |
| 30D | +10.4% | +7.4% | +3.0% | +6.9% |
| 3M | +0.5% | +4.3% | -3.8% | -1.7% |
| 6M | +6.5% | +5.3% | +1.2% | +3.5% |
| YTD | +40.2% | +33.2% | +7.0% | +22.7% |
| 1Y | +52.1% | +31.8% | +20.3% | +33.6% |
| 3Y | +72.8% | +47.8% | +25.0% | +41.1% |
| 5Y | +76.3% | +50.2% | +26.1% | +40.2% |
| 10Y | +155.7% | -4.8% | +160.6% | +128.0% |
| All | +773.6% | +215.1% | +558.5% | +305.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling