+182.8%
FDX vs WWD
+488.0%
-305.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.6% | -1.0% |
| 7D | -2.5% | +1.3% | -3.8% | -3.0% |
| 30D | +3.8% | -7.2% | +11.0% | +6.5% |
| 3M | -1.3% | -3.8% | +2.5% | -0.8% |
| 6M | +5.0% | -9.9% | +14.9% | +7.7% |
| YTD | +39.6% | +14.8% | +24.8% | +29.7% |
| 1Y | +81.1% | +42.1% | +39.1% | +53.6% |
| 3Y | +63.0% | +170.8% | -107.8% | +2.5% |
| 5Y | +65.6% | +197.5% | -131.9% | -2.5% |
| All | +182.8% | +488.0% | -305.2% | +22.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling