+147.4%
URI vs XPO
+122.0%
+25.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.9% | +1.0% |
| 7D | -9.8% | -6.7% | -3.1% | -7.0% |
| 30D | +1.7% | -1.9% | +3.6% | +2.6% |
| 3M | -9.1% | -9.9% | +0.8% | -5.1% |
| 6M | +9.9% | -16.4% | +26.2% | +17.8% |
| YTD | +31.2% | +30.2% | +1.0% | +16.2% |
| 1Y | +25.9% | +29.9% | -3.9% | +11.3% |
| 3Y | +147.4% | +122.6% | +24.7% | +60.0% |
| All | +147.4% | +122.0% | +25.4% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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