+12.8%
TEAM vs UPS
+27.3%
-14.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.5% | -2.7% |
| 7D | -0.4% | -2.9% | +2.4% | -0.6% |
| 30D | +67.3% | -3.5% | +70.8% | +66.4% |
| 3M | +86.8% | -5.7% | +92.5% | +85.3% |
| 6M | +146.8% | -4.4% | +151.2% | +145.3% |
| YTD | +16.9% | +8.0% | +8.9% | +14.9% |
| 1Y | +12.8% | +29.0% | -16.2% | +1.8% |
| All | +12.8% | +27.3% | -14.5% | +1.8% |
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