+45.1%
ABNB vs UPS
+27.3%
+17.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.5% |
| 7D | -4.0% | -2.9% | -1.1% | -3.3% |
| 30D | +19.3% | -3.5% | +22.8% | +20.2% |
| 3M | +36.1% | -5.7% | +41.8% | +37.2% |
| 6M | +34.2% | -4.4% | +38.6% | +32.7% |
| YTD | +34.1% | +8.0% | +26.0% | +29.4% |
| 1Y | +45.1% | +29.0% | +16.1% | +34.2% |
| All | +45.1% | +27.3% | +17.8% | +34.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling