+138,844.1%
UNH vs FDX
+4,252.2%
+134,592.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.8% |
| 7D | -1.6% | -2.1% | +0.5% | -1.0% |
| 30D | +6.5% | +10.4% | -4.0% | +3.6% |
| 3M | +0.8% | +0.5% | +0.3% | +0.5% |
| 6M | +6.1% | +6.5% | -0.4% | +3.8% |
| YTD | +24.5% | +40.2% | -15.8% | +12.4% |
| 1Y | +26.3% | +52.1% | -25.8% | +11.5% |
| 3Y | -20.7% | +72.8% | -93.5% | -34.4% |
| 5Y | -3.6% | +76.3% | -79.9% | -23.6% |
| 10Y | +225.1% | +155.7% | +69.3% | +118.9% |
| All | +138,844.1% | +4,252.2% | +134,592.0% | +36,095.0% |
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