+149.5%
URI vs XPO
+133.2%
+16.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.2% | -3.5% | -2.2% |
| 7D | +6.7% | +9.0% | -2.2% | +2.9% |
| 30D | +8.9% | +4.2% | +4.7% | +7.0% |
| 3M | +0.5% | -8.7% | +9.2% | +4.3% |
| 6M | +20.7% | -2.8% | +23.4% | +21.5% |
| YTD | +40.0% | +41.9% | -1.8% | +19.6% |
| 1Y | +34.4% | +42.3% | -7.9% | +14.4% |
| 3Y | +149.5% | +127.3% | +22.2% | +64.2% |
| All | +149.5% | +133.2% | +16.2% | +64.2% |
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