+122.4%
WMB vs FDX
+71.8%
+50.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.8% |
| 7D | +8.1% | +0.8% | +7.3% | +8.0% |
| 30D | -6.9% | +9.9% | -16.8% | -7.4% |
| 3M | -5.1% | -1.9% | -3.2% | -5.0% |
| 6M | -5.7% | +6.1% | -11.8% | -6.2% |
| YTD | +18.1% | +38.8% | -20.7% | +14.9% |
| 1Y | +18.4% | +50.0% | -31.6% | +14.5% |
| All | +122.4% | +71.8% | +50.6% | +96.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling