+175.5%
FDX vs IAU
+216.4%
-40.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -2.6% |
| 7D | -3.3% | +0.7% | -4.0% | -3.3% |
| 30D | -1.4% | +0.3% | -1.7% | -1.4% |
| 3M | -4.5% | +0.7% | -5.2% | -4.6% |
| 6M | +9.4% | -15.5% | +24.9% | +8.9% |
| YTD | +36.0% | +1.0% | +35.1% | +36.5% |
| 1Y | +75.5% | +19.6% | +55.9% | +77.9% |
| 3Y | +62.8% | +125.4% | -62.7% | +68.4% |
| 5Y | +64.4% | +140.7% | -76.3% | +69.0% |
| 10Y | +175.5% | +218.1% | -42.7% | +234.5% |
| All | +175.5% | +216.4% | -40.9% | +234.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded IAU 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling