+354.4%
FDX vs WU
-20.5%
+374.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | +0.2% | +9.1% | -8.9% | -3.4% |
| 30D | +9.3% | +12.1% | -2.8% | +4.1% |
| 3M | +0.5% | +0.3% | +0.1% | -0.2% |
| 6M | +5.3% | -19.1% | +24.5% | +12.1% |
| YTD | +38.6% | -19.2% | +57.8% | +46.7% |
| 1Y | +53.5% | -15.3% | +68.8% | +59.1% |
| 3Y | +74.2% | -21.3% | +95.5% | +81.8% |
| 5Y | +75.3% | -41.7% | +116.9% | +102.2% |
| 10Y | +156.3% | -36.0% | +192.2% | +175.1% |
| All | +354.4% | -20.5% | +374.9% | +288.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling