+11.1%
RDW vs FDX
+65.6%
-54.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.6% | -8.5% | -7.7% |
| 7D | -14.3% | +8.1% | -22.5% | -20.0% |
| 30D | -26.0% | +13.9% | -39.9% | -34.1% |
| 3M | -27.4% | +5.5% | -32.9% | -31.7% |
| 6M | -10.6% | +15.1% | -25.8% | -23.6% |
| YTD | +1.6% | +43.2% | -41.6% | -37.7% |
| 1Y | +11.1% | +65.0% | -54.0% | -38.4% |
| All | +11.1% | +65.6% | -54.5% | -38.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling