+4,843.0%
WMB vs FDX
+4,201.0%
+642.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.5% | +0.2% | +2.4% |
| 7D | -6.7% | +0.2% | -6.8% | -6.8% |
| 30D | -8.6% | +9.3% | -17.9% | -11.7% |
| 3M | -4.9% | +0.5% | -5.4% | -5.5% |
| 6M | -6.3% | +5.3% | -11.6% | -9.0% |
| YTD | +13.0% | +38.6% | -25.6% | -1.8% |
| 1Y | +14.9% | +53.5% | -38.6% | -4.0% |
| 3Y | +113.4% | +74.2% | +39.2% | +61.9% |
| 5Y | +190.2% | +75.3% | +114.9% | +109.4% |
| 10Y | +259.9% | +156.3% | +103.6% | +107.3% |
| All | +4,843.0% | +4,201.0% | +642.0% | +1,205.6% |
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