+74.1%
FDX vs WPM
+214.5%
-140.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +5.2% | -3.6% | +8.8% | +5.4% |
| 30D | +11.3% | +1.4% | +9.8% | +11.0% |
| 3M | -4.1% | -0.2% | -3.9% | -4.3% |
| 6M | +9.6% | -7.3% | +17.0% | +9.3% |
| YTD | +40.9% | +12.3% | +28.6% | +39.9% |
| 1Y | +53.0% | +24.9% | +28.1% | +52.0% |
| 3Y | +74.1% | +210.4% | -136.3% | +66.3% |
| All | +74.1% | +214.5% | -140.4% | +66.3% |
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