+344.3%
FDX vs UUUU
-96.4%
+440.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.9% | +1.6% |
| 7D | +5.2% | -1.1% | +6.2% | +5.2% |
| 30D | +11.3% | -21.0% | +32.3% | +12.8% |
| 3M | -4.1% | -54.8% | +50.7% | +0.3% |
| 6M | +9.6% | -67.3% | +77.0% | +16.5% |
| YTD | +40.9% | -54.7% | +95.6% | +45.2% |
| 1Y | +53.0% | -57.4% | +110.4% | +57.9% |
| 3Y | +74.1% | -19.6% | +93.7% | +67.1% |
| 5Y | +75.1% | -40.0% | +115.1% | +67.1% |
| 10Y | +156.9% | +364.1% | -207.1% | +105.6% |
| All | +344.3% | -96.4% | +440.7% | +256.6% |
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