+153.4%
FDX vs SUI
+117.1%
+36.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +4.0% |
| 7D | +0.5% | +3.4% | -3.0% | -0.8% |
| 30D | +9.5% | +4.6% | +4.9% | +7.5% |
| 3M | -1.3% | +1.6% | -2.9% | -2.1% |
| 6M | +5.5% | -3.5% | +9.0% | +6.3% |
| YTD | +38.9% | -1.0% | +39.9% | +38.5% |
| 1Y | +58.8% | -1.7% | +60.5% | +58.7% |
| 3Y | +71.1% | +18.4% | +52.8% | +56.4% |
| 5Y | +76.3% | -26.3% | +102.6% | +92.4% |
| 10Y | +153.4% | +123.3% | +30.1% | +98.6% |
| All | +153.4% | +117.1% | +36.3% | +98.6% |
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