+2.9%
NXPI vs UPS
+27.3%
-24.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.4% | +1.9% |
| 7D | +1.9% | -2.9% | +4.8% | +3.4% |
| 30D | -1.4% | -3.5% | +2.1% | +0.3% |
| 3M | -29.1% | -5.7% | -23.3% | -27.4% |
| 6M | +6.2% | -4.4% | +10.6% | +5.4% |
| YTD | +5.9% | +8.0% | -2.2% | +1.6% |
| 1Y | +2.9% | +29.0% | -26.2% | -8.1% |
| All | +2.9% | +27.3% | -24.4% | -8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling