+48.9%
APH vs UPS
+25.9%
+23.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.5% | -0.8% |
| 7D | +0.2% | -2.1% | +2.3% | +0.7% |
| 30D | -3.3% | -2.3% | -1.0% | -2.9% |
| 3M | +14.0% | -5.2% | +19.3% | +15.2% |
| 6M | +24.4% | +1.4% | +23.0% | +23.1% |
| YTD | +21.4% | +6.1% | +15.3% | +19.4% |
| 1Y | +48.9% | +27.0% | +21.9% | +45.2% |
| All | +48.9% | +25.9% | +23.0% | +45.2% |
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