+70.2%
CIFR vs UPS
-25.0%
+95.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.3% | +5.4% | +5.5% |
| 7D | -5.0% | -2.0% | -3.1% | -3.9% |
| 30D | -5.7% | -2.0% | -3.8% | -4.7% |
| 3M | -25.5% | -6.2% | -19.3% | -24.0% |
| 6M | +19.4% | +2.8% | +16.6% | +15.1% |
| YTD | +14.2% | +5.9% | +8.3% | +6.6% |
| 1Y | +69.0% | +26.2% | +42.8% | +38.1% |
| 3Y | +503.9% | -26.0% | +529.9% | +583.7% |
| 5Y | +27.7% | -34.3% | +61.9% | +53.6% |
| All | +70.2% | -25.0% | +95.2% | +96.0% |
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 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