+8,168.1%
PWR vs FDX
+1,407.4%
+6,760.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.3% | +3.8% |
| 7D | +4.7% | -2.1% | +6.8% | +6.0% |
| 30D | -12.5% | +10.4% | -22.9% | -16.6% |
| 3M | -9.3% | +0.5% | -9.8% | -10.1% |
| 6M | -22.2% | +6.5% | -28.7% | -25.1% |
| YTD | +44.2% | +40.2% | +3.9% | +21.4% |
| 1Y | +35.5% | +52.1% | -16.6% | +9.9% |
| 3Y | +250.4% | +72.8% | +177.6% | +153.5% |
| 5Y | +425.6% | +76.3% | +349.3% | +256.5% |
| 10Y | +1,874.2% | +155.7% | +1,718.5% | +930.3% |
| All | +8,168.1% | +1,407.4% | +6,760.6% | +1,943.4% |
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