+65.8%
FDX vs NDAQ
+94.9%
-29.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | 0.0% |
| 7D | -2.5% | -2.4% | -0.1% | -1.8% |
| 30D | +3.8% | +2.5% | +1.3% | +3.1% |
| 3M | -1.3% | +9.9% | -11.2% | -4.2% |
| 6M | +5.0% | +9.4% | -4.4% | +1.9% |
| YTD | +39.6% | +0.4% | +39.2% | +39.4% |
| 1Y | +81.1% | +4.0% | +77.1% | +77.5% |
| All | +65.8% | +94.9% | -29.1% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 3y: compounded portfolio wealth divided by compounded NDAQ 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…
3y analysis · Full analysis span regression · 6 months rolling