+156.3%
FDX vs PAAS
+178.0%
-21.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.9% | +0.6% | +3.3% |
| 7D | +0.2% | +8.8% | -8.7% | -0.3% |
| 30D | +9.3% | -8.5% | +17.8% | +9.8% |
| 3M | +0.5% | -17.0% | +17.5% | +1.3% |
| 6M | +5.3% | -27.9% | +33.2% | +6.8% |
| YTD | +38.6% | -17.5% | +56.1% | +39.0% |
| 1Y | +53.5% | +22.8% | +30.7% | +50.6% |
| 3Y | +74.2% | +224.2% | -150.0% | +59.7% |
| 5Y | +75.3% | +73.6% | +1.6% | +63.7% |
| 10Y | +156.3% | +186.4% | -30.1% | +141.9% |
| All | +156.3% | +178.0% | -21.7% | +141.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling