-1.6%
AVGO vs UPS
+26.3%
-28.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.7% | -1.0% |
| 7D | +1.0% | -3.4% | +4.4% | +1.3% |
| 30D | -13.3% | -2.7% | -10.5% | -13.1% |
| 3M | -2.9% | -1.6% | -1.2% | -3.6% |
| 6M | +5.7% | +2.3% | +3.4% | +4.0% |
| YTD | +4.6% | +5.6% | -0.9% | +0.3% |
| 1Y | -1.6% | +27.1% | -28.7% | -12.0% |
| All | -1.6% | +26.3% | -28.0% | -12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling