+1,309.1%
WDC vs FDX
+173.3%
+1,135.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +2.0% |
| 7D | +7.5% | -2.3% | +9.8% | +8.8% |
| 30D | +10.1% | -4.9% | +14.9% | +13.0% |
| 3M | -6.8% | -6.5% | -0.4% | -3.2% |
| 6M | +84.1% | +6.7% | +77.5% | +76.5% |
| YTD | +180.3% | +33.9% | +146.4% | +136.8% |
| 1Y | +411.1% | +72.2% | +338.9% | +273.2% |
| 3Y | +1,375.0% | +60.2% | +1,314.8% | +958.0% |
| 5Y | +991.6% | +62.9% | +928.6% | +637.5% |
| 10Y | +1,309.1% | +178.8% | +1,130.3% | +485.4% |
| All | +1,309.1% | +173.3% | +1,135.8% | +485.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FDX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling