+153.4%
FDX vs TRGP
+762.8%
-609.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.4% |
| 7D | +0.5% | -5.8% | +6.2% | +1.7% |
| 30D | +9.5% | -1.5% | +11.0% | +9.6% |
| 3M | -1.3% | +6.1% | -7.4% | -3.1% |
| 6M | +5.5% | +14.4% | -8.8% | +1.5% |
| YTD | +38.9% | +55.3% | -16.5% | +23.9% |
| 1Y | +58.8% | +69.1% | -10.3% | +38.8% |
| 3Y | +71.1% | +254.3% | -183.2% | +24.5% |
| 5Y | +76.3% | +471.4% | -395.1% | +13.6% |
| 10Y | +153.4% | +773.0% | -619.6% | +31.5% |
| All | +153.4% | +762.8% | -609.3% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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