+29.1%
ABNB vs UPS
-13.4%
+42.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.3% |
| 7D | -1.7% | +3.8% | -5.5% | -3.4% |
| 30D | +11.8% | +17.4% | -5.5% | +3.6% |
| 3M | +0.9% | +8.2% | -7.3% | -3.1% |
| 6M | +40.5% | +17.9% | +22.5% | +28.2% |
| YTD | +37.6% | +18.7% | +18.9% | +24.0% |
| 1Y | +54.1% | +24.8% | +29.3% | +35.2% |
| 3Y | +56.8% | -4.5% | +61.3% | +50.4% |
| 5Y | -9.6% | -33.2% | +23.6% | +2.1% |
| All | +29.1% | -13.4% | +42.4% | +43.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling