+80.1%
IVV vs UPS
-25.0%
+105.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.2% |
| 7D | +0.1% | -2.9% | +3.0% | +0.7% |
| 30D | +0.1% | -3.5% | +3.6% | +0.8% |
| 3M | +2.0% | -5.7% | +7.7% | +3.0% |
| 6M | +13.0% | -4.4% | +17.4% | +13.4% |
| YTD | +13.6% | +8.0% | +5.6% | +10.8% |
| 1Y | +20.1% | +29.0% | -9.0% | +12.3% |
| All | +80.1% | -25.0% | +105.2% | +83.3% |
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 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