+4,055.8%
FDX vs WY
+623.4%
+3,432.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.2% |
| 7D | +0.2% | -0.8% | +0.9% | +0.5% |
| 30D | +9.3% | +10.6% | -1.3% | +4.7% |
| 3M | +0.5% | -16.6% | +17.1% | +7.9% |
| 6M | +5.3% | -8.6% | +13.9% | +8.5% |
| YTD | +38.6% | -8.4% | +47.0% | +42.1% |
| 1Y | +53.5% | -5.1% | +58.6% | +55.1% |
| 3Y | +74.2% | -21.9% | +96.1% | +89.2% |
| 5Y | +75.3% | -31.3% | +106.6% | +99.4% |
| 10Y | +156.3% | +3.6% | +152.7% | +132.4% |
| All | +4,055.8% | +623.4% | +3,432.4% | +1,616.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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