+177.0%
FDX vs TRI
+191.2%
-14.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +1.2% |
| 7D | -3.9% | -14.4% | +10.5% | +0.2% |
| 30D | -3.3% | -8.1% | +4.8% | -1.3% |
| 3M | -2.0% | +17.5% | -19.5% | -7.7% |
| 6M | +8.0% | -5.0% | +13.0% | +7.8% |
| YTD | +35.0% | -24.7% | +59.7% | +45.8% |
| 1Y | +73.7% | -41.5% | +115.2% | +109.1% |
| 3Y | +61.6% | -20.3% | +81.9% | +59.5% |
| 5Y | +65.4% | -10.9% | +76.3% | +50.8% |
| All | +177.0% | +191.2% | -14.2% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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