-13.2%
UNH vs FDX
+59.1%
-72.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -1.8% |
| 7D | -1.7% | -2.3% | +0.7% | -1.4% |
| 30D | -3.8% | -4.9% | +1.1% | -3.4% |
| 3M | -4.3% | -6.5% | +2.2% | -3.7% |
| 6M | +38.6% | +6.7% | +32.0% | +37.4% |
| YTD | +20.7% | +33.9% | -13.2% | +16.8% |
| 1Y | +16.0% | +72.2% | -56.2% | +9.2% |
| All | -13.2% | +59.1% | -72.3% | -17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling