+74.1%
FDX vs WEC
+64.2%
+9.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.3% |
| 7D | +5.2% | +2.3% | +2.9% | +4.6% |
| 30D | +11.3% | +11.1% | +0.2% | +8.5% |
| 3M | -4.1% | +8.4% | -12.6% | -6.1% |
| 6M | +9.6% | +7.5% | +2.1% | +7.6% |
| YTD | +40.9% | +15.3% | +25.6% | +36.3% |
| 1Y | +53.0% | +9.7% | +43.3% | +49.6% |
| 3Y | +74.1% | +64.7% | +9.4% | +54.2% |
| All | +74.1% | +64.2% | +9.9% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling