+149.8%
FDX vs GEN
+147.0%
+2.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.3% |
| 7D | +0.8% | -3.0% | +3.8% | +1.5% |
| 30D | +9.9% | +24.7% | -14.8% | +4.4% |
| 3M | -1.9% | +4.1% | -6.0% | -3.4% |
| 6M | +6.1% | +36.0% | -30.0% | -2.2% |
| YTD | +38.8% | +10.9% | +27.9% | +33.4% |
| 1Y | +50.0% | +12.2% | +37.8% | +43.7% |
| 3Y | +71.0% | +63.3% | +7.7% | +49.0% |
| 5Y | +72.5% | +29.0% | +43.4% | +55.0% |
| All | +149.8% | +147.0% | +2.8% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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