+16.7%
U vs FDX
+53.9%
-37.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | +24.4% | +0.5% | +23.9% | +24.2% |
| 30D | +7.4% | +9.5% | -2.1% | +7.3% |
| 3M | +16.8% | -1.3% | +18.1% | +16.4% |
| 6M | +78.8% | +5.5% | +73.2% | +80.9% |
| YTD | +14.0% | +38.9% | -24.9% | +27.0% |
| 1Y | +16.7% | +58.8% | -42.1% | +38.2% |
| All | +16.7% | +53.9% | -37.2% | +38.2% |
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