+357.9%
FDX vs WU
-19.6%
+377.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | -2.5% | -0.8% | -1.7% | -2.3% |
| 30D | +3.8% | -1.1% | +4.9% | +4.1% |
| 3M | -1.3% | -3.9% | +2.6% | -1.6% |
| 6M | +5.0% | -20.7% | +25.7% | +12.8% |
| YTD | +39.6% | -18.4% | +58.0% | +47.9% |
| 1Y | +81.1% | -8.1% | +89.2% | +81.1% |
| 3Y | +63.0% | -24.2% | +87.2% | +73.0% |
| 5Y | +65.6% | -50.4% | +116.1% | +105.1% |
| 10Y | +183.4% | -40.0% | +223.4% | +213.7% |
| All | +357.9% | -19.6% | +377.5% | +291.7% |
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