+67.1%
FDX vs WU
-50.7%
+117.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -2.5% | -0.8% | -1.7% | -2.3% |
| 30D | +3.8% | -1.1% | +4.9% | +4.0% |
| 3M | -1.3% | -3.9% | +2.6% | -1.5% |
| 6M | +5.0% | -20.7% | +25.7% | +11.4% |
| YTD | +39.6% | -18.4% | +58.0% | +46.4% |
| 1Y | +81.1% | -8.1% | +89.2% | +81.1% |
| 3Y | +63.0% | -24.2% | +87.2% | +70.7% |
| All | +67.1% | -50.7% | +117.8% | +89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling