+3,916.3%
FDX vs GEN
+8,588.0%
-4,671.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.1% | -2.4% |
| 7D | -1.6% | +2.3% | -3.9% | -1.9% |
| 30D | +6.6% | +33.1% | -26.4% | +2.1% |
| 3M | -2.1% | +6.5% | -8.5% | -3.4% |
| 6M | +2.2% | +53.8% | -51.6% | -4.9% |
| YTD | +33.9% | +11.2% | +22.7% | +30.2% |
| 1Y | +50.2% | +19.4% | +30.8% | +44.5% |
| 3Y | +65.5% | +81.0% | -15.5% | +49.3% |
| 5Y | +74.1% | +33.4% | +40.6% | +62.3% |
| 10Y | +156.7% | +164.3% | -7.6% | +111.5% |
| All | +3,916.3% | +8,588.0% | -4,671.7% | +1,746.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling