+75.4%
IVV vs UPS
-10.2%
+85.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.8% | +0.8% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -5.4% | +17.3% | -22.7% | -8.2% |
| 3M | -4.1% | +6.6% | -10.7% | -5.3% |
| 6M | +0.7% | +12.0% | -11.3% | -1.8% |
| YTD | +8.7% | +14.4% | -5.6% | +5.0% |
| 1Y | +11.0% | +23.3% | -12.3% | +5.3% |
| 3Y | +75.4% | -9.6% | +85.1% | +67.8% |
| All | +75.4% | -10.2% | +85.7% | +67.8% |
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