+72.5%
FDX vs GEN
+31.4%
+41.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.4% |
| 7D | +0.8% | -3.0% | +3.8% | +1.4% |
| 30D | +9.9% | +24.7% | -14.8% | +4.7% |
| 3M | -1.9% | +4.1% | -6.0% | -3.1% |
| 6M | +6.1% | +36.0% | -30.0% | -1.8% |
| YTD | +38.8% | +10.9% | +27.9% | +34.7% |
| 1Y | +50.0% | +12.2% | +37.8% | +45.1% |
| 3Y | +71.0% | +63.3% | +7.7% | +51.0% |
| 5Y | +72.5% | +29.0% | +43.4% | +52.7% |
| All | +72.5% | +31.4% | +41.1% | +52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling