+467.0%
TEAM vs FDX
+160.0%
+307.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | -0.3% |
| 7D | -17.2% | +0.2% | -17.4% | -17.2% |
| 30D | -25.1% | +9.3% | -34.4% | -27.1% |
| 3M | +3.9% | +0.5% | +3.4% | +3.7% |
| 6M | +69.1% | +5.3% | +63.8% | +65.6% |
| YTD | -4.5% | +38.6% | -43.1% | -16.4% |
| 1Y | -1.9% | +53.5% | -55.4% | -17.3% |
| 3Y | -9.3% | +74.2% | -83.6% | -28.8% |
| 5Y | -65.2% | +75.3% | -140.4% | -73.4% |
| 10Y | +467.0% | +156.3% | +310.7% | +290.1% |
| All | +467.0% | +160.0% | +307.0% | +290.1% |
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