+174.0%
ASTS vs UPS
-34.3%
+208.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -2.5% | +9.5% | +8.6% |
| 7D | -21.1% | 0.0% | -21.1% | -21.3% |
| 30D | -46.7% | +17.3% | -64.0% | -52.0% |
| 3M | -52.0% | +6.6% | -58.6% | -54.3% |
| 6M | -54.3% | +12.0% | -66.3% | -58.3% |
| YTD | -55.5% | +14.4% | -69.9% | -60.5% |
| 1Y | -50.5% | +23.3% | -73.8% | -58.5% |
| 3Y | +706.2% | -9.6% | +715.9% | +682.8% |
| All | +174.0% | -34.3% | +208.3% | +248.5% |
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 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