+184.5%
FDX vs SUI
+110.1%
+74.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.4% |
| 7D | -2.5% | -2.8% | +0.3% | -1.5% |
| 30D | +3.8% | -1.2% | +5.0% | +4.2% |
| 3M | -1.3% | -1.7% | +0.4% | -1.0% |
| 6M | +5.0% | -10.5% | +15.5% | +9.2% |
| YTD | +39.6% | -1.8% | +41.5% | +39.9% |
| 1Y | +81.1% | -4.1% | +85.2% | +82.9% |
| 3Y | +63.0% | +11.3% | +51.8% | +52.7% |
| 5Y | +65.6% | -32.1% | +97.7% | +86.7% |
| All | +184.5% | +110.1% | +74.4% | +129.2% |
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