+179.9%
INTC vs UPS
-27.1%
+207.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +2.9% | +2.4% |
| 7D | +18.0% | -3.7% | +21.7% | +20.2% |
| 30D | +8.9% | -3.7% | +12.7% | +11.0% |
| 3M | -1.6% | -6.6% | +5.0% | +1.2% |
| 6M | +133.1% | +2.6% | +130.5% | +127.3% |
| YTD | +187.9% | +4.8% | +183.1% | +175.7% |
| 1Y | +334.7% | +25.3% | +309.4% | +278.4% |
| All | +179.9% | -27.1% | +207.0% | +191.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling