+178.8%
FDX vs WPM
+523.6%
-344.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.6% | -1.6% |
| 7D | -2.3% | +3.9% | -6.2% | -2.5% |
| 30D | -4.9% | +17.7% | -22.6% | -5.6% |
| 3M | -6.5% | +39.4% | -45.9% | -8.0% |
| 6M | +6.7% | +6.4% | +0.2% | +5.9% |
| YTD | +33.9% | +34.0% | -0.1% | +31.7% |
| 1Y | +72.2% | +50.5% | +21.7% | +68.6% |
| 3Y | +60.2% | +280.3% | -220.1% | +50.0% |
| 5Y | +62.9% | +266.3% | -203.4% | +51.3% |
| 10Y | +178.8% | +550.8% | -372.0% | +174.0% |
| All | +178.8% | +523.6% | -344.8% | +174.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling