+79.0%
FDX vs SUI
-25.7%
+104.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.7% | -4.5% | -4.1% |
| 7D | +2.9% | +8.8% | -5.8% | -0.1% |
| 30D | +9.6% | +8.9% | +0.7% | +6.1% |
| 3M | +2.4% | +2.0% | +0.3% | +1.4% |
| 6M | +9.2% | -0.6% | +9.9% | +8.9% |
| YTD | +37.7% | +1.3% | +36.4% | +36.2% |
| 1Y | +56.1% | +1.3% | +54.9% | +54.4% |
| 3Y | +68.9% | +16.3% | +52.7% | +56.3% |
| 5Y | +79.0% | -25.1% | +104.0% | +100.0% |
| All | +79.0% | -25.7% | +104.6% | +100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling