+310.3%
IVV vs UPS
+43.9%
+266.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.1% |
| 7D | +2.6% | +3.8% | -1.2% | +1.2% |
| 30D | -2.0% | +17.4% | -19.3% | -7.5% |
| 3M | -2.8% | +8.2% | -11.0% | -5.7% |
| 6M | +2.2% | +17.9% | -15.8% | -4.5% |
| YTD | +11.5% | +18.7% | -7.2% | +3.2% |
| 1Y | +13.5% | +24.8% | -11.3% | +2.9% |
| 3Y | +78.1% | -4.5% | +82.6% | +72.0% |
| 5Y | +73.1% | -33.2% | +106.3% | +91.2% |
| All | +310.3% | +43.9% | +266.4% | +189.1% |
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 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