+200.8%
WMB vs FDX
+74.7%
+126.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.7% |
| 7D | +7.8% | +5.2% | +2.6% | +7.1% |
| 30D | -5.1% | +11.3% | -16.4% | -6.4% |
| 3M | -4.7% | -4.1% | -0.6% | -4.3% |
| 6M | -7.4% | +9.6% | -17.0% | -8.9% |
| YTD | +17.5% | +40.9% | -23.4% | +11.2% |
| 1Y | +19.5% | +53.0% | -33.5% | +11.7% |
| 3Y | +121.3% | +74.1% | +47.2% | +97.6% |
| All | +200.8% | +74.7% | +126.2% | +163.7% |
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 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