+417.3%
LIN vs UPS
+47.4%
+369.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.2% |
| 7D | +0.1% | +1.1% | -1.0% | -0.3% |
| 30D | +7.6% | +17.3% | -9.8% | +2.1% |
| 3M | +6.5% | +7.9% | -1.3% | +3.7% |
| 6M | +6.2% | +13.7% | -7.6% | +1.1% |
| YTD | +23.2% | +17.2% | +6.1% | +15.4% |
| 1Y | +25.4% | +23.2% | +2.2% | +15.3% |
| 3Y | +38.3% | -5.9% | +44.2% | +34.5% |
| 5Y | +64.4% | -33.1% | +97.5% | +80.0% |
| 10Y | +417.3% | +44.3% | +373.0% | +259.5% |
| All | +417.3% | +47.4% | +369.9% | +259.5% |
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