+871.6%
APH vs UPS
+43.9%
+827.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.5% | +6.6% | +5.0% |
| 7D | -5.9% | 0.0% | -6.0% | -6.1% |
| 30D | -14.8% | +17.3% | -32.2% | -19.9% |
| 3M | -12.4% | +6.6% | -19.0% | -15.0% |
| 6M | +8.1% | +12.0% | -3.9% | +2.6% |
| YTD | +10.9% | +14.4% | -3.4% | +3.8% |
| 1Y | +8.8% | +23.3% | -14.5% | -1.5% |
| 3Y | +262.1% | -9.6% | +271.7% | +255.5% |
| 5Y | +283.1% | -34.1% | +317.3% | +327.8% |
| All | +871.6% | +43.9% | +827.7% | +599.9% |
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 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