+285.2%
APH vs UPS
-33.1%
+318.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.6% | -2.3% |
| 7D | +4.9% | +3.8% | +1.1% | +3.7% |
| 30D | -5.4% | +17.4% | -22.7% | -10.1% |
| 3M | -5.5% | +8.2% | -13.7% | -8.1% |
| 6M | +25.9% | +17.9% | +8.0% | +18.7% |
| YTD | +16.4% | +18.7% | -2.3% | +8.7% |
| 1Y | +16.5% | +24.8% | -8.3% | +6.8% |
| 3Y | +270.9% | -4.5% | +275.4% | +254.3% |
| All | +285.2% | -33.1% | +318.3% | +330.9% |
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 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