+403.2%
APLD vs UPS
-25.0%
+428.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +2.9% | +2.3% |
| 7D | +4.1% | -2.9% | +7.0% | +5.4% |
| 30D | -11.7% | -3.5% | -8.2% | -10.4% |
| 3M | -40.3% | -5.7% | -34.6% | -39.2% |
| 6M | -8.0% | -4.4% | -3.6% | -7.6% |
| YTD | +7.5% | +8.0% | -0.5% | +2.1% |
| 1Y | +84.0% | +29.0% | +55.0% | +59.7% |
| All | +403.2% | -25.0% | +428.3% | +466.6% |
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