+120.5%
URI vs XPO
+155.9%
-35.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.5% | -2.9% | -0.3% |
| 7D | -2.0% | +2.4% | -4.4% | -3.0% |
| 30D | -12.9% | -3.5% | -9.4% | -11.7% |
| 3M | -6.7% | -11.9% | +5.2% | -2.0% |
| 6M | +19.0% | -10.0% | +29.0% | +23.5% |
| YTD | +25.5% | +42.1% | -16.5% | +7.3% |
| 1Y | +5.5% | +47.6% | -42.1% | -11.9% |
| All | +120.5% | +155.9% | -35.4% | +42.1% |
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