+282.5%
UNP vs FDX
+173.3%
+109.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -0.7% |
| 7D | -1.7% | -2.3% | +0.6% | -0.8% |
| 30D | -2.1% | -4.9% | +2.8% | -0.3% |
| 3M | +5.4% | -6.5% | +11.9% | +7.9% |
| 6M | +13.4% | +6.7% | +6.7% | +9.6% |
| YTD | +25.0% | +33.9% | -8.9% | +10.2% |
| 1Y | +34.6% | +72.2% | -37.6% | +7.0% |
| 3Y | +43.6% | +60.2% | -16.6% | +13.3% |
| 5Y | +51.7% | +62.9% | -11.2% | +14.5% |
| 10Y | +282.5% | +178.8% | +103.7% | +104.9% |
| All | +282.5% | +173.3% | +109.2% | +104.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling