+65.0%
FDX vs URI
+33.3%
+31.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.4% | +8.0% | +4.4% |
| 7D | +8.1% | -4.3% | +12.5% | +9.0% |
| 30D | +13.9% | +4.6% | +9.3% | +12.7% |
| 3M | +5.5% | -2.1% | +7.7% | +5.7% |
| 6M | +15.1% | +21.9% | -6.8% | +9.7% |
| YTD | +43.2% | +39.7% | +3.5% | +30.2% |
| 1Y | +65.0% | +32.9% | +32.2% | +51.7% |
| All | +65.0% | +33.3% | +31.8% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling