+74.1%
FDX vs WU
-23.0%
+97.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.2% | +1.2% |
| 7D | +5.2% | -2.0% | +7.2% | +5.7% |
| 30D | +11.3% | +11.4% | -0.1% | +8.2% |
| 3M | -4.1% | -6.8% | +2.7% | -2.7% |
| 6M | +9.6% | -14.6% | +24.3% | +12.9% |
| YTD | +40.9% | -20.6% | +61.5% | +47.8% |
| 1Y | +53.0% | -15.4% | +68.4% | +56.8% |
| 3Y | +74.1% | -23.6% | +97.7% | +77.0% |
| All | +74.1% | -23.0% | +97.1% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling