+4,124.9%
FDX vs SU
+62,578.3%
-58,453.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.5% |
| 7D | +5.2% | +1.7% | +3.5% | +5.2% |
| 30D | +11.3% | -7.9% | +19.1% | +11.3% |
| 3M | -4.1% | +7.5% | -11.7% | -4.1% |
| 6M | +9.6% | +7.2% | +2.4% | +9.6% |
| YTD | +40.9% | +60.9% | -20.0% | +40.8% |
| 1Y | +53.0% | +63.6% | -10.6% | +53.0% |
| 3Y | +74.1% | +128.9% | -54.8% | +74.0% |
| 5Y | +75.1% | +228.3% | -153.2% | +74.9% |
| 10Y | +156.9% | +240.6% | -83.6% | +156.6% |
| All | +4,124.9% | +62,578.3% | -58,453.5% | +4,139.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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