+62.9%
FDX vs UUUU
+132.1%
-69.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -2.3% | +1.8% | -4.1% | -2.5% |
| 30D | -4.9% | +1.8% | -6.7% | -5.1% |
| 3M | -6.5% | +1.3% | -7.7% | -6.9% |
| 6M | +6.7% | -26.8% | +33.4% | +8.0% |
| YTD | +33.9% | +0.1% | +33.8% | +30.9% |
| 1Y | +72.2% | +11.2% | +60.9% | +63.8% |
| 3Y | +60.2% | +97.7% | -37.5% | +37.9% |
| 5Y | +62.9% | +127.3% | -64.4% | +32.3% |
| All | +62.9% | +132.1% | -69.1% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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