+270.9%
APH vs UPS
-4.2%
+275.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.6% | -2.1% |
| 7D | +4.9% | +3.8% | +1.1% | +4.2% |
| 30D | -5.4% | +17.4% | -22.7% | -8.1% |
| 3M | -5.5% | +8.2% | -13.7% | -6.9% |
| 6M | +25.9% | +17.9% | +8.0% | +21.9% |
| YTD | +16.4% | +18.7% | -2.3% | +12.1% |
| 1Y | +16.5% | +24.8% | -8.3% | +11.2% |
| 3Y | +270.9% | -4.5% | +275.4% | +245.4% |
| All | +270.9% | -4.2% | +275.0% | +245.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling