+3,310.4%
V vs FDX
+439.1%
+2,871.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +1.1% |
| 7D | +2.2% | -1.6% | +3.8% | +2.9% |
| 30D | +13.6% | +6.6% | +7.0% | +10.9% |
| 3M | +14.3% | -2.1% | +16.4% | +15.0% |
| 6M | +33.1% | +2.2% | +30.9% | +30.9% |
| YTD | +21.2% | +33.9% | -12.7% | +6.3% |
| 1Y | +26.4% | +50.2% | -23.8% | +5.8% |
| 3Y | +77.6% | +65.5% | +12.1% | +36.3% |
| 5Y | +102.6% | +74.1% | +28.5% | +45.8% |
| 10Y | +464.4% | +156.7% | +307.7% | +205.3% |
| All | +3,310.4% | +439.1% | +2,871.3% | +1,110.6% |
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 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