+136,006.1%
UNH vs FDX
+4,233.7%
+131,772.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.8% |
| 7D | +1.1% | -2.5% | +3.6% | +1.7% |
| 30D | -3.8% | +3.8% | -7.6% | -4.8% |
| 3M | +0.7% | -1.3% | +2.0% | +0.8% |
| 6M | +37.9% | +5.0% | +32.8% | +35.1% |
| YTD | +21.9% | +39.6% | -17.7% | +10.3% |
| 1Y | +31.4% | +81.1% | -49.7% | +10.7% |
| 3Y | -11.4% | +63.0% | -74.4% | -25.6% |
| 5Y | +2.5% | +65.6% | -63.1% | -17.3% |
| 10Y | +242.9% | +183.4% | +59.5% | +124.5% |
| All | +136,006.1% | +4,233.7% | +131,772.5% | +35,437.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling