+278.8%
WMB vs FDX
+65.4%
+213.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +0.6% | -2.5% | +3.1% | +0.9% |
| 30D | +3.3% | +3.8% | -0.5% | +2.7% |
| 3M | +3.1% | -1.3% | +4.4% | +3.2% |
| 6M | -0.7% | +5.0% | -5.7% | -1.7% |
| YTD | +25.2% | +39.6% | -14.5% | +19.0% |
| 1Y | +32.9% | +81.1% | -48.3% | +21.6% |
| 3Y | +140.6% | +63.0% | +77.5% | +118.5% |
| All | +278.8% | +65.4% | +213.3% | +225.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling