+506.3%
NOW vs FDX
+155.6%
+350.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -8.7% | +0.5% | -9.2% | -8.9% |
| 30D | -29.3% | +9.5% | -38.8% | -31.6% |
| 3M | -21.8% | -1.3% | -20.5% | -21.7% |
| 6M | +9.2% | +5.5% | +3.7% | +6.3% |
| YTD | -35.0% | +38.9% | -73.8% | -43.8% |
| 1Y | -42.5% | +58.8% | -101.3% | -52.9% |
| 3Y | -21.5% | +71.1% | -92.7% | -40.2% |
| 5Y | -25.8% | +76.3% | -102.1% | -45.6% |
| 10Y | +506.3% | +153.4% | +352.9% | +230.2% |
| All | +506.3% | +155.6% | +350.7% | +230.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling