+4,087.3%
FDX vs D
+2,347.4%
+1,739.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.4% |
| 7D | -2.5% | +1.5% | -4.0% | -3.0% |
| 30D | +3.8% | -2.6% | +6.4% | +4.8% |
| 3M | -1.3% | 0.0% | -1.3% | -1.4% |
| 6M | +5.0% | +7.4% | -2.3% | +1.8% |
| YTD | +39.6% | +15.9% | +23.8% | +31.5% |
| 1Y | +81.1% | +18.1% | +63.0% | +68.9% |
| 3Y | +63.0% | +58.4% | +4.7% | +33.5% |
| 5Y | +65.6% | +5.2% | +60.4% | +56.0% |
| 10Y | +183.4% | +35.9% | +147.5% | +132.5% |
| All | +4,087.3% | +2,347.4% | +1,739.9% | +1,096.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling