+184.5%
FDX vs PAAS
+206.7%
-22.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.4% |
| 7D | -2.5% | -2.9% | +0.4% | -2.4% |
| 30D | +3.8% | +6.8% | -3.0% | +3.3% |
| 3M | -1.3% | -2.9% | +1.6% | -1.4% |
| 6M | +5.0% | -16.4% | +21.5% | +5.6% |
| YTD | +39.6% | 0.0% | +39.6% | +38.7% |
| 1Y | +81.1% | +54.3% | +26.8% | +75.2% |
| 3Y | +63.0% | +230.7% | -167.6% | +48.8% |
| 5Y | +65.6% | +111.6% | -46.0% | +52.7% |
| All | +184.5% | +206.7% | -22.2% | +175.8% |
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