+51.6%
FDX vs IBN
+14.2%
+37.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -2.1% | +11.1% | -13.2% | -5.6% |
| 30D | +10.4% | +23.9% | -13.4% | +2.0% |
| 3M | +0.5% | +16.3% | -15.8% | -4.9% |
| 6M | +6.5% | +34.2% | -27.7% | -6.5% |
| YTD | +40.2% | +17.6% | +22.7% | +29.8% |
| All | +51.6% | +14.2% | +37.3% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling