+75.3%
FDX vs URI
+199.0%
-123.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.9% | -3.4% | +1.1% |
| 7D | +0.2% | -4.0% | +4.2% | +1.4% |
| 30D | +9.3% | +6.8% | +2.5% | +6.6% |
| 3M | +0.5% | -2.8% | +3.3% | +0.9% |
| 6M | +5.3% | +20.9% | -15.5% | -2.6% |
| YTD | +38.6% | +40.2% | -1.6% | +19.2% |
| 1Y | +53.5% | +34.1% | +19.4% | +34.2% |
| 3Y | +74.2% | +164.1% | -89.9% | +13.3% |
| 5Y | +75.3% | +199.3% | -124.1% | +3.7% |
| All | +75.3% | +199.0% | -123.7% | +3.7% |
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 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