+340.3%
FDX vs UUUU
-92.0%
+432.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.6% |
| 7D | -2.5% | -1.4% | -1.2% | -2.4% |
| 30D | +3.8% | +16.3% | -12.5% | +2.7% |
| 3M | -1.3% | -16.7% | +15.4% | -0.6% |
| 6M | +5.0% | -33.7% | +38.7% | +6.8% |
| YTD | +39.6% | -0.5% | +40.1% | +37.5% |
| 1Y | +81.1% | +28.9% | +52.3% | +73.6% |
| 3Y | +63.0% | +99.9% | -36.8% | +48.0% |
| 5Y | +65.6% | +135.3% | -69.7% | +45.3% |
| 10Y | +183.4% | +518.4% | -335.0% | +120.9% |
| All | +340.3% | -92.0% | +432.3% | +237.6% |
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