+8.9%
GE vs FDX
+53.9%
-45.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +5.4% | +0.5% | +4.9% | +5.2% |
| 30D | +9.6% | +9.5% | +0.1% | +6.2% |
| 3M | -7.7% | -1.3% | -6.4% | -7.3% |
| 6M | +14.0% | +5.5% | +8.5% | +10.6% |
| YTD | +10.2% | +38.9% | -28.7% | -1.4% |
| 1Y | +8.9% | +58.8% | -49.9% | -3.6% |
| All | +8.9% | +53.9% | -45.0% | -3.6% |
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