+310.6%
BE vs UPS
+26.3%
+284.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.3% |
| 7D | +9.7% | -3.4% | +13.1% | +11.1% |
| 30D | +22.4% | -2.7% | +25.1% | +23.6% |
| 3M | +10.4% | -1.6% | +12.0% | +12.2% |
| 6M | +67.9% | +2.3% | +65.5% | +69.1% |
| YTD | +197.5% | +5.6% | +191.9% | +199.2% |
| 1Y | +310.6% | +27.1% | +283.5% | +300.3% |
| All | +310.6% | +26.3% | +284.3% | +300.3% |
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