-19.9%
NOW vs FDX
+74.4%
-94.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.4% |
| 7D | +0.3% | +5.2% | -4.9% | -0.4% |
| 30D | -27.0% | +11.3% | -38.2% | -28.0% |
| 3M | -19.6% | -4.1% | -15.5% | -19.2% |
| 6M | +17.5% | +9.6% | +7.8% | +15.7% |
| YTD | -33.3% | +40.9% | -74.2% | -38.6% |
| 1Y | -39.8% | +53.0% | -92.9% | -45.9% |
| 3Y | -19.9% | +74.1% | -94.0% | -34.0% |
| All | -19.9% | +74.4% | -94.4% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling