-3.7%
FISV vs FDX
+65.6%
-69.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.6% | +2.7% | +5.7% |
| 7D | +29.6% | +8.1% | +21.5% | +28.3% |
| 30D | +34.5% | +13.9% | +20.6% | +32.3% |
| 3M | +11.2% | +5.5% | +5.7% | +10.7% |
| 6M | -1.2% | +15.1% | -16.3% | -1.8% |
| YTD | -7.6% | +43.2% | -50.8% | -9.8% |
| 1Y | -3.7% | +65.0% | -68.8% | -6.9% |
| All | -3.7% | +65.6% | -69.3% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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