+978.5%
PLTR vs UPS
-26.2%
+1,004.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.7% |
| 7D | -5.3% | -2.1% | -3.2% | -4.6% |
| 30D | -1.0% | -2.3% | +1.3% | -0.2% |
| 3M | +24.8% | -5.2% | +30.0% | +26.9% |
| 6M | +8.4% | +1.4% | +7.0% | +7.2% |
| YTD | -4.2% | +6.1% | -10.3% | -7.6% |
| 1Y | +9.1% | +27.0% | -17.9% | -2.8% |
| All | +978.5% | -26.2% | +1,004.7% | +1,097.9% |
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