+15.0%
UNH vs FDX
+73.7%
-58.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.3% |
| 7D | -3.2% | -3.9% | +0.7% | -2.7% |
| 30D | -3.5% | -3.3% | -0.2% | -3.1% |
| 3M | -4.2% | -2.0% | -2.2% | -4.1% |
| 6M | +38.3% | +8.0% | +30.3% | +36.2% |
| YTD | +19.2% | +35.0% | -15.8% | +12.0% |
| 1Y | +15.0% | +73.7% | -58.7% | -0.2% |
| All | +15.0% | +73.7% | -58.7% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 1y: compounded portfolio wealth divided by compounded FDX 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…
1y analysis · Full analysis span regression · 6 months rolling