+81.1%
FDX vs WTW
+3.0%
+78.1%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.6% | -0.5% |
| 7D | -2.5% | -2.6% | +0.1% | -2.4% |
| 30D | +3.8% | -1.0% | +4.8% | +3.8% |
| 3M | -1.3% | +29.9% | -31.2% | -2.2% |
| 6M | +5.0% | +10.7% | -5.7% | +6.4% |
| YTD | +39.6% | +2.6% | +37.1% | +42.9% |
| 1Y | +81.1% | +2.8% | +78.4% | +87.0% |
| All | +81.1% | +3.0% | +78.1% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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