+72.2%
FDX vs TRI
-42.0%
+114.2%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.6% |
| 7D | -2.3% | -8.4% | +6.1% | -2.6% |
| 30D | -4.9% | -6.5% | +1.6% | -5.1% |
| 3M | -6.5% | +18.6% | -25.0% | -4.2% |
| 6M | +6.7% | -10.4% | +17.1% | +7.5% |
| YTD | +33.9% | -23.7% | +57.6% | +37.2% |
| All | +72.2% | -42.0% | +114.2% | +79.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling