+282.2%
APH vs UPS
-34.3%
+316.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.5% | +6.6% | +4.9% |
| 7D | -5.9% | 0.0% | -6.0% | -6.0% |
| 30D | -14.8% | +17.3% | -32.2% | -19.1% |
| 3M | -12.4% | +6.6% | -19.0% | -14.5% |
| 6M | +8.1% | +12.0% | -3.9% | +3.5% |
| YTD | +10.9% | +14.4% | -3.4% | +4.8% |
| 1Y | +8.8% | +23.3% | -14.5% | -0.1% |
| 3Y | +262.1% | -9.6% | +271.7% | +253.1% |
| All | +282.2% | -34.3% | +316.4% | +329.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling