+70.0%
FDX vs URI
+166.6%
-96.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.9% | -3.1% |
| 7D | -1.6% | -9.8% | +8.1% | +1.7% |
| 30D | +6.6% | +1.7% | +4.9% | +5.7% |
| 3M | -2.1% | -9.1% | +7.0% | +0.6% |
| 6M | +2.2% | +9.9% | -7.7% | -2.4% |
| YTD | +33.9% | +31.2% | +2.7% | +17.9% |
| 1Y | +50.2% | +25.9% | +24.3% | +34.2% |
| 3Y | +65.5% | +147.4% | -81.8% | +10.1% |
| All | +70.0% | +166.6% | -96.5% | +3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling