+230.8%
RDW vs FDX
+60.5%
+170.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | +0.9% | -3.3% | +4.1% | +3.1% |
| 30D | -21.3% | -4.5% | -16.8% | -19.0% |
| 3M | -37.9% | -7.3% | -30.5% | -35.1% |
| 6M | +12.3% | +7.5% | +4.7% | +5.6% |
| YTD | +39.7% | +35.1% | +4.7% | +12.9% |
| 1Y | +25.7% | +71.4% | -45.7% | -12.1% |
| 3Y | +230.8% | +60.8% | +170.0% | +120.5% |
| All | +230.8% | +60.5% | +170.3% | +120.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling