+502.9%
TEAM vs FDX
+173.3%
+329.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.2% |
| 7D | -4.7% | -2.3% | -2.3% | -3.9% |
| 30D | +17.0% | -4.9% | +21.9% | +18.9% |
| 3M | +85.9% | -6.5% | +92.4% | +89.0% |
| 6M | +116.7% | +6.7% | +110.0% | +108.9% |
| YTD | +9.6% | +33.9% | -24.3% | -3.1% |
| 1Y | -2.5% | +72.2% | -74.7% | -21.4% |
| 3Y | -14.0% | +60.2% | -74.2% | -30.7% |
| 5Y | -53.1% | +62.9% | -116.0% | -63.6% |
| 10Y | +502.9% | +178.8% | +324.1% | +257.6% |
| All | +502.9% | +173.3% | +329.6% | +257.6% |
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