+141.5%
W vs FDX
+178.0%
-36.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +2.5% |
| 7D | +6.5% | -3.3% | +9.8% | +9.1% |
| 30D | -6.2% | -1.4% | -4.8% | -5.6% |
| 3M | +48.9% | -4.5% | +53.4% | +53.7% |
| 6M | +31.2% | +9.4% | +21.8% | +20.6% |
| YTD | -0.4% | +36.0% | -36.5% | -23.2% |
| 1Y | +14.8% | +75.5% | -60.7% | -27.6% |
| 3Y | +40.5% | +62.8% | -22.3% | -5.7% |
| 5Y | -62.1% | +64.4% | -126.5% | -75.0% |
| 10Y | +141.5% | +175.5% | -33.9% | -1.9% |
| All | +141.5% | +178.0% | -36.4% | -1.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling