+149.2%
FDX vs SUI
+115.7%
+33.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.3% | -2.2% |
| 7D | -1.6% | +6.2% | -7.9% | -3.9% |
| 30D | +6.6% | +8.6% | -2.0% | +3.1% |
| 3M | -2.1% | +1.0% | -3.1% | -2.6% |
| 6M | +2.2% | -2.6% | +4.8% | +2.6% |
| YTD | +33.9% | -0.1% | +34.1% | +33.1% |
| 1Y | +50.2% | +0.5% | +49.8% | +48.9% |
| 3Y | +65.5% | +15.3% | +50.3% | +53.0% |
| 5Y | +74.1% | -26.1% | +100.2% | +89.7% |
| All | +149.2% | +115.7% | +33.5% | +99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling