+1,796.7%
PWR vs FDX
+155.6%
+1,641.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -11.2% | +0.5% | -11.7% | -11.4% |
| 30D | -17.4% | +9.5% | -26.9% | -20.3% |
| 3M | -11.7% | -1.3% | -10.4% | -11.7% |
| 6M | -21.7% | +5.5% | -27.2% | -23.9% |
| YTD | +38.3% | +38.9% | -0.6% | +20.3% |
| 1Y | +29.6% | +58.8% | -29.2% | +7.0% |
| 3Y | +236.1% | +71.1% | +165.0% | +157.2% |
| 5Y | +406.3% | +76.3% | +330.0% | +266.7% |
| 10Y | +1,796.7% | +153.4% | +1,643.3% | +890.8% |
| All | +1,796.7% | +155.6% | +1,641.1% | +890.8% |
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