+175.5%
FDX vs WAB
+283.1%
-107.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -2.9% |
| 7D | -3.3% | +1.7% | -5.0% | -4.1% |
| 30D | -1.4% | -2.4% | +1.0% | -0.3% |
| 3M | -4.5% | +9.7% | -14.2% | -8.9% |
| 6M | +9.4% | +16.5% | -7.1% | +1.3% |
| YTD | +36.0% | +33.7% | +2.3% | +18.3% |
| 1Y | +75.5% | +49.7% | +25.8% | +44.4% |
| 3Y | +62.8% | +170.9% | -108.1% | +0.6% |
| 5Y | +64.4% | +228.0% | -163.6% | -7.9% |
| 10Y | +175.5% | +284.8% | -109.3% | +29.4% |
| All | +175.5% | +283.1% | -107.6% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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