+396.0%
NVDA vs UPS
-27.1%
+423.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.3% | -0.7% |
| 7D | -0.3% | -3.7% | +3.3% | +0.3% |
| 30D | +2.8% | -3.7% | +6.6% | +3.5% |
| 3M | +7.4% | -6.6% | +14.0% | +8.5% |
| 6M | +22.6% | +2.6% | +20.0% | +21.6% |
| YTD | +20.1% | +4.8% | +15.3% | +18.0% |
| 1Y | +31.2% | +25.3% | +5.9% | +23.7% |
| All | +396.0% | -27.1% | +423.1% | +405.6% |
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