+2,771.1%
NOW vs FDX
+431.8%
+2,339.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.8% |
| 7D | -2.4% | -2.5% | +0.1% | -1.4% |
| 30D | +20.5% | +3.8% | +16.7% | +18.8% |
| 3M | +18.3% | -1.3% | +19.6% | +18.1% |
| 6M | +24.1% | +5.0% | +19.0% | +19.5% |
| YTD | -7.8% | +39.6% | -47.4% | -21.5% |
| 1Y | -21.4% | +81.1% | -102.5% | -40.2% |
| 3Y | +19.5% | +63.0% | -43.5% | -9.1% |
| 5Y | +4.1% | +65.6% | -61.5% | -23.9% |
| 10Y | +826.4% | +183.4% | +643.1% | +362.7% |
| All | +2,771.1% | +431.8% | +2,339.3% | +997.3% |
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