+1,315.7%
MU vs FDX
+65.4%
+1,250.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.4% |
| 7D | +9.0% | -2.5% | +11.5% | +10.3% |
| 30D | +13.8% | +3.8% | +10.0% | +11.4% |
| 3M | +2.1% | -1.3% | +3.4% | +3.0% |
| 6M | +153.8% | +5.0% | +148.8% | +146.9% |
| YTD | +256.4% | +39.6% | +216.7% | +201.6% |
| 1Y | +719.8% | +81.1% | +638.6% | +511.1% |
| 3Y | +1,360.4% | +63.0% | +1,297.3% | +991.3% |
| All | +1,315.7% | +65.4% | +1,250.2% | +870.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling