+32.6%
UNP vs FDX
+80.8%
-48.2%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.3% |
| 7D | -5.3% | -2.5% | -2.8% | -4.6% |
| 30D | -1.5% | +3.8% | -5.3% | -2.8% |
| 3M | +10.3% | -1.3% | +11.6% | +10.5% |
| 6M | +9.7% | +5.0% | +4.6% | +7.3% |
| YTD | +27.1% | +39.6% | -12.5% | +14.3% |
| 1Y | +32.6% | +81.1% | -48.6% | +15.9% |
| All | +32.6% | +80.8% | -48.2% | +15.9% |
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