+29.3%
CIFR vs UPS
-35.0%
+64.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -1.3% | -7.4% | -7.9% |
| 7D | +11.3% | -3.7% | +15.0% | +14.1% |
| 30D | +3.5% | -3.7% | +7.2% | +6.1% |
| 3M | -26.6% | -6.6% | -20.1% | -24.6% |
| 6M | +18.1% | +2.6% | +15.5% | +13.1% |
| YTD | +14.5% | +4.8% | +9.7% | +6.3% |
| 1Y | +83.3% | +25.3% | +58.0% | +44.9% |
| 3Y | +461.5% | -26.9% | +488.3% | +556.6% |
| 5Y | +29.3% | -33.5% | +62.8% | +38.2% |
| All | +29.3% | -35.0% | +64.3% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling