+249.5%
APLD vs UPS
-26.3%
+275.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.8% | -3.5% | -4.3% |
| 7D | +19.6% | -0.6% | +20.2% | +20.0% |
| 30D | -24.5% | +16.4% | -40.9% | -30.9% |
| 3M | -45.6% | +7.9% | -53.5% | -48.2% |
| 6M | -61.4% | +15.8% | -77.3% | -65.3% |
| YTD | -30.9% | +16.6% | -47.4% | -38.9% |
| 1Y | -35.8% | +22.3% | -58.1% | -45.2% |
| 3Y | +261.4% | -6.2% | +267.6% | +246.2% |
| All | +249.5% | -26.3% | +275.8% | +273.5% |
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