+790.0%
NOW vs UPS
+35.8%
+754.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.8% | -3.2% | -4.3% |
| 7D | -6.1% | -2.1% | -4.0% | -5.3% |
| 30D | +7.5% | -2.3% | +9.8% | +8.5% |
| 3M | +17.5% | -5.2% | +22.7% | +19.2% |
| 6M | +7.9% | +1.4% | +6.5% | +5.6% |
| YTD | -12.4% | +6.1% | -18.5% | -16.7% |
| 1Y | -28.6% | +27.0% | -55.6% | -37.6% |
| 3Y | +11.8% | -25.9% | +37.8% | +20.2% |
| 5Y | +2.6% | -34.6% | +37.2% | +17.3% |
| 10Y | +790.0% | +36.2% | +753.8% | +539.2% |
| All | +790.0% | +35.8% | +754.2% | +539.2% |
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