+175.5%
FDX vs WWD
+476.2%
-300.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.0% | -0.6% | -1.8% |
| 7D | -3.3% | +0.8% | -4.1% | -3.6% |
| 30D | -1.4% | -6.4% | +5.0% | +0.9% |
| 3M | -4.5% | -5.6% | +1.1% | -3.3% |
| 6M | +9.4% | -9.1% | +18.5% | +11.7% |
| YTD | +36.0% | +12.5% | +23.5% | +27.3% |
| 1Y | +75.5% | +41.3% | +34.2% | +49.1% |
| 3Y | +62.8% | +170.2% | -107.4% | +2.3% |
| 5Y | +64.4% | +192.5% | -128.1% | -2.6% |
| 10Y | +175.5% | +476.9% | -301.4% | +20.1% |
| All | +175.5% | +476.2% | -300.8% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WWD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling