+65.5%
FDX vs WPM
+212.7%
-147.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.9% | -5.6% | -2.9% |
| 7D | -1.6% | +16.9% | -18.6% | -2.5% |
| 30D | +6.6% | +2.0% | +4.6% | +6.3% |
| 3M | -2.1% | +8.9% | -11.0% | -2.7% |
| 6M | +2.2% | +1.6% | +0.6% | +1.4% |
| YTD | +33.9% | +16.5% | +17.4% | +32.7% |
| 1Y | +50.2% | +42.2% | +8.0% | +49.1% |
| 3Y | +65.5% | +213.3% | -147.8% | +56.8% |
| All | +65.5% | +212.7% | -147.2% | +56.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling