+4,029.2%
FDX vs GEN
+8,824.3%
-4,795.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -3.7% |
| 7D | +2.9% | +8.5% | -5.6% | +1.7% |
| 30D | +9.6% | +34.2% | -24.6% | +4.8% |
| 3M | +2.4% | +10.0% | -7.6% | +0.5% |
| 6M | +9.2% | +56.8% | -47.6% | +1.4% |
| YTD | +37.7% | +14.2% | +23.5% | +33.4% |
| 1Y | +56.1% | +20.8% | +35.3% | +49.9% |
| 3Y | +68.9% | +84.1% | -15.1% | +52.0% |
| 5Y | +79.0% | +37.1% | +41.9% | +66.2% |
| 10Y | +163.9% | +171.5% | -7.6% | +116.6% |
| All | +4,029.2% | +8,824.3% | -4,795.1% | +1,790.9% |
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 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