+149.2%
FDX vs WEC
+176.2%
-27.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.7% | -2.2% |
| 7D | -1.6% | -0.2% | -1.5% | -1.6% |
| 30D | +6.6% | +12.3% | -5.7% | +3.6% |
| 3M | -2.1% | +8.3% | -10.3% | -4.0% |
| 6M | +2.2% | +3.5% | -1.3% | +1.2% |
| YTD | +33.9% | +12.7% | +21.2% | +29.9% |
| 1Y | +50.2% | +8.2% | +42.1% | +47.2% |
| 3Y | +65.5% | +55.9% | +9.7% | +47.4% |
| 5Y | +74.1% | +51.2% | +22.8% | +54.7% |
| All | +149.2% | +176.2% | -27.0% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling