+66.3%
WDC vs FDX
+53.9%
+12.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -16.7% | +0.5% | -17.2% | -16.6% |
| 30D | -27.2% | +9.5% | -36.7% | -31.5% |
| 3M | -34.0% | -1.3% | -32.7% | -33.3% |
| 6M | -39.7% | +5.5% | -45.2% | -42.4% |
| YTD | +68.1% | +38.9% | +29.2% | +13.4% |
| 1Y | +66.3% | +58.8% | +7.5% | +11.2% |
| All | +66.3% | +53.9% | +12.4% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling