+73.9%
BA vs UPS
+38.1%
+35.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.4% |
| 7D | +1.2% | -2.9% | +4.0% | +2.5% |
| 30D | -11.6% | -3.5% | -8.1% | -10.2% |
| 3M | -2.4% | -5.7% | +3.3% | -0.3% |
| 6M | -6.6% | -4.4% | -2.3% | -5.7% |
| YTD | -2.2% | +8.0% | -10.3% | -7.1% |
| 1Y | -8.0% | +29.0% | -37.1% | -20.1% |
| 3Y | -5.0% | -27.7% | +22.7% | +5.0% |
| 5Y | -2.7% | -34.3% | +31.6% | +10.7% |
| All | +73.9% | +38.1% | +35.9% | +15.6% |
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 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