+223.9%
NXPI vs UPS
+37.9%
+186.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.3% |
| 7D | +3.9% | -2.0% | +5.8% | +5.1% |
| 30D | +1.4% | -2.0% | +3.3% | +2.5% |
| 3M | -21.5% | -6.2% | -15.3% | -19.0% |
| 6M | +19.4% | +2.8% | +16.6% | +16.9% |
| YTD | +9.9% | +5.9% | +4.1% | +5.5% |
| 1Y | +7.9% | +26.2% | -18.4% | -7.2% |
| 3Y | +22.7% | -26.0% | +48.7% | +39.3% |
| 5Y | +22.1% | -34.3% | +56.3% | +47.5% |
| All | +223.9% | +37.9% | +186.0% | +159.5% |
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