+46,150.3%
AAPL vs UPS
+237.3%
+45,913.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.3% |
| 7D | -2.7% | -2.1% | -0.6% | -1.7% |
| 30D | +1.0% | -2.3% | +3.3% | +2.1% |
| 3M | +5.0% | -5.2% | +10.2% | +6.8% |
| 6M | +23.0% | +1.4% | +21.6% | +20.4% |
| YTD | +16.6% | +6.1% | +10.5% | +11.2% |
| 1Y | +33.4% | +27.0% | +6.4% | +16.0% |
| 3Y | +79.9% | -25.9% | +105.8% | +96.0% |
| 5Y | +109.0% | -34.6% | +143.6% | +137.5% |
| 10Y | +1,210.4% | +36.2% | +1,174.3% | +873.2% |
| All | +46,150.3% | +237.3% | +45,913.0% | +21,051.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 all: compounded portfolio wealth divided by compounded UPS 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…
all analysis · Full analysis span regression · 6 months rolling