+360.5%
BE vs UPS
+27.3%
+333.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.5% | +7.8% |
| 7D | +20.0% | -2.9% | +22.9% | +21.4% |
| 30D | +7.9% | -3.5% | +11.4% | +9.4% |
| 3M | -13.2% | -5.7% | -7.5% | -10.9% |
| 6M | +53.5% | -4.4% | +57.8% | +50.3% |
| YTD | +191.0% | +8.0% | +183.0% | +190.9% |
| 1Y | +360.5% | +29.0% | +331.5% | +352.1% |
| All | +360.5% | +27.3% | +333.2% | +352.1% |
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 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