+32,991.5%
GILD vs FDX
+4,433.4%
+28,558.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | -4.8% | -3.3% | -1.6% | -4.0% |
| 30D | +5.8% | -4.5% | +10.3% | +7.0% |
| 3M | +14.9% | -7.3% | +22.3% | +17.0% |
| 6M | -0.4% | +7.5% | -7.9% | -2.8% |
| YTD | +18.5% | +35.1% | -16.6% | +8.7% |
| 1Y | +25.1% | +71.4% | -46.3% | +7.5% |
| 3Y | +105.9% | +60.8% | +45.1% | +74.9% |
| 5Y | +143.0% | +65.5% | +77.5% | +97.5% |
| 10Y | +162.4% | +181.3% | -18.9% | +70.4% |
| All | +32,991.5% | +4,433.4% | +28,558.1% | +10,320.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling