+459.6%
APLD vs UPS
-33.8%
+493.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.9% | -3.4% |
| 7D | +9.0% | -3.7% | +12.6% | +11.3% |
| 30D | -6.6% | -3.7% | -2.9% | -4.5% |
| 3M | -35.2% | -6.6% | -28.7% | -33.3% |
| 6M | +0.4% | +2.6% | -2.2% | -2.7% |
| YTD | +10.7% | +4.8% | +5.9% | +4.7% |
| 1Y | +78.6% | +25.3% | +53.3% | +47.8% |
| 3Y | +423.9% | -26.9% | +450.8% | +521.3% |
| All | +459.6% | -33.8% | +493.4% | +540.1% |
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