+11,005.7%
WDC vs FDX
+4,209.7%
+6,796.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -16.7% | +0.5% | -17.2% | -16.7% |
| 30D | -27.2% | +9.5% | -36.7% | -30.4% |
| 3M | -34.0% | -1.3% | -32.7% | -33.7% |
| 6M | -39.7% | +5.5% | -45.2% | -41.5% |
| YTD | +68.1% | +38.9% | +29.2% | +42.3% |
| 1Y | +66.3% | +58.8% | +7.5% | +31.6% |
| 3Y | +754.4% | +71.1% | +683.3% | +523.3% |
| 5Y | +595.8% | +76.3% | +519.5% | +383.1% |
| 10Y | +660.4% | +153.4% | +507.0% | +324.7% |
| All | +11,005.7% | +4,209.7% | +6,796.0% | +1,795.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling