+62.8%
FDX vs TRI
-17.7%
+80.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.5% | +3.9% | -2.5% |
| 7D | -3.3% | -7.1% | +3.8% | -3.2% |
| 30D | -1.4% | -2.3% | +0.9% | -1.3% |
| 3M | -4.5% | +19.6% | -24.1% | -4.0% |
| 6M | +9.4% | -8.7% | +18.1% | +10.7% |
| YTD | +36.0% | -22.3% | +58.3% | +41.0% |
| 1Y | +75.5% | -40.7% | +116.2% | +88.8% |
| 3Y | +62.8% | -17.8% | +80.6% | +55.9% |
| All | +62.8% | -17.7% | +80.5% | +55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling