+951.3%
APH vs UPS
+47.4%
+903.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.5% | +5.7% | +7.3% |
| 7D | +1.1% | +1.1% | 0.0% | +0.6% |
| 30D | -7.5% | +17.3% | -24.8% | -13.0% |
| 3M | -4.4% | +7.9% | -12.3% | -7.6% |
| 6M | +26.5% | +13.7% | +12.7% | +19.5% |
| YTD | +20.0% | +17.2% | +2.9% | +11.3% |
| 1Y | +16.9% | +23.2% | -6.4% | +6.0% |
| 3Y | +288.5% | -5.9% | +294.4% | +275.4% |
| 5Y | +310.3% | -33.1% | +343.3% | +355.9% |
| 10Y | +951.3% | +44.3% | +907.0% | +651.0% |
| All | +951.3% | +47.4% | +903.9% | +651.0% |
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