+337.7%
FDX vs UUUU
-96.3%
+434.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -0.8% |
| 7D | +0.8% | +1.4% | -0.6% | +0.7% |
| 30D | +9.9% | -27.9% | +37.8% | +11.9% |
| 3M | -1.9% | -53.8% | +51.9% | +2.5% |
| 6M | +6.1% | -68.1% | +74.2% | +12.9% |
| YTD | +38.8% | -54.1% | +92.9% | +42.9% |
| 1Y | +50.0% | -57.8% | +107.8% | +54.9% |
| 3Y | +71.0% | -15.4% | +86.5% | +63.6% |
| 5Y | +72.5% | -39.2% | +111.7% | +64.5% |
| 10Y | +153.1% | +370.4% | -217.3% | +102.3% |
| All | +337.7% | -96.3% | +434.0% | +251.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling