+81.1%
FDX vs URI
+7.3%
+73.8%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.9% |
| 7D | -2.5% | -2.0% | -0.5% | -2.1% |
| 30D | +3.8% | -12.9% | +16.7% | +6.8% |
| 3M | -1.3% | -6.7% | +5.4% | -0.1% |
| 6M | +5.0% | +19.0% | -14.0% | +0.4% |
| YTD | +39.6% | +25.5% | +14.1% | +30.0% |
| 1Y | +81.1% | +5.5% | +75.6% | +76.3% |
| All | +81.1% | +7.3% | +73.8% | +76.3% |
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