+65.0%
FDX vs WPM
+38.8%
+26.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +12.0% | -8.4% | +2.3% |
| 7D | +8.1% | +3.9% | +4.3% | +7.6% |
| 30D | +13.9% | -3.5% | +17.4% | +14.1% |
| 3M | +5.5% | +14.1% | -8.6% | +3.3% |
| 6M | +15.1% | +6.2% | +8.9% | +13.0% |
| YTD | +43.2% | +12.4% | +30.8% | +38.4% |
| 1Y | +65.0% | +40.0% | +25.1% | +58.6% |
| All | +65.0% | +38.8% | +26.2% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling