+15.1%
TEAM vs UPS
+29.9%
-14.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -0.2% |
| 7D | -13.7% | +8.2% | -22.0% | -13.2% |
| 30D | -3.4% | +22.7% | -26.2% | -2.2% |
| 3M | +72.1% | +6.4% | +65.7% | +71.3% |
| 6M | +103.8% | +22.6% | +81.2% | +111.6% |
| YTD | +17.1% | +20.7% | -3.6% | +17.5% |
| 1Y | +15.1% | +30.6% | -15.6% | +13.5% |
| All | +15.1% | +29.9% | -14.9% | +13.5% |
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 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