+802.8%
TEAM vs FDX
+219.9%
+582.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.1% | -2.4% |
| 7D | -0.4% | -2.5% | +2.1% | +0.4% |
| 30D | +67.3% | +3.8% | +63.5% | +65.4% |
| 3M | +86.8% | -1.3% | +88.1% | +86.6% |
| 6M | +146.8% | +5.0% | +141.8% | +138.8% |
| YTD | +16.9% | +39.6% | -22.7% | +1.6% |
| 1Y | +12.8% | +81.1% | -68.3% | -11.2% |
| 3Y | -7.3% | +63.0% | -70.3% | -26.2% |
| 5Y | -50.7% | +65.6% | -116.3% | -62.2% |
| 10Y | +529.8% | +183.4% | +346.5% | +268.3% |
| All | +802.8% | +219.9% | +582.9% | +409.5% |
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 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