+149.2%
FDX vs URI
+1,374.0%
-1,224.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.9% | -3.2% |
| 7D | -1.6% | -9.8% | +8.1% | +2.1% |
| 30D | +6.6% | +1.7% | +4.9% | +5.6% |
| 3M | -2.1% | -9.1% | +7.0% | +0.8% |
| 6M | +2.2% | +9.9% | -7.7% | -2.8% |
| YTD | +33.9% | +31.2% | +2.7% | +16.6% |
| 1Y | +50.2% | +25.9% | +24.3% | +32.8% |
| 3Y | +65.5% | +147.4% | -81.8% | +7.9% |
| 5Y | +74.1% | +179.7% | -105.7% | +3.5% |
| All | +149.2% | +1,374.0% | -1,224.7% | -15.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling