+75.5%
FDX vs WU
-11.3%
+86.8%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.5% | -0.1% | -2.3% |
| 7D | -3.3% | -0.8% | -2.5% | -3.2% |
| 30D | -1.4% | -1.1% | -0.3% | -1.2% |
| 3M | -4.5% | -1.8% | -2.7% | -5.2% |
| 6M | +9.4% | -23.9% | +33.3% | +13.9% |
| YTD | +36.0% | -20.4% | +56.4% | +40.3% |
| 1Y | +75.5% | -10.6% | +86.1% | +74.5% |
| All | +75.5% | -11.3% | +86.8% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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