+52,047.6%
AAPL vs UPS
+277.3%
+51,770.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | -0.5% |
| 7D | +4.1% | +3.8% | +0.4% | +2.3% |
| 30D | +4.0% | +17.4% | -13.4% | -3.7% |
| 3M | +16.8% | +8.2% | +8.6% | +12.2% |
| 6M | +19.4% | +17.9% | +1.5% | +9.1% |
| YTD | +31.5% | +18.7% | +12.8% | +18.6% |
| 1Y | +31.0% | +24.8% | +6.2% | +15.1% |
| 3Y | +95.3% | -4.5% | +99.8% | +87.8% |
| 5Y | +143.4% | -33.2% | +176.6% | +174.9% |
| 10Y | +1,330.5% | +44.2% | +1,286.3% | +933.4% |
| All | +52,047.6% | +277.3% | +51,770.3% | +22,454.4% |
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