+1,972.6%
NOW vs FDX
+410.1%
+1,562.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.4% | +0.7% |
| 7D | -3.0% | -1.6% | -1.4% | -2.4% |
| 30D | -26.0% | +6.6% | -32.6% | -27.9% |
| 3M | -13.1% | -2.1% | -11.0% | -12.6% |
| 6M | +14.5% | +2.2% | +12.3% | +12.5% |
| YTD | -33.4% | +33.9% | -67.4% | -42.6% |
| 1Y | -40.6% | +50.2% | -90.9% | -51.3% |
| 3Y | -16.3% | +65.5% | -81.8% | -37.0% |
| 5Y | -26.3% | +74.1% | -100.4% | -47.3% |
| 10Y | +512.7% | +156.7% | +356.0% | +221.3% |
| All | +1,972.6% | +410.1% | +1,562.5% | +702.9% |
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