+494.0%
TEAM vs UPS
+37.5%
+456.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.3% | +0.7% |
| 7D | -7.8% | -3.4% | -4.4% | -6.4% |
| 30D | +16.5% | -2.7% | +19.3% | +17.9% |
| 3M | +96.2% | -1.6% | +97.8% | +96.1% |
| 6M | +130.2% | +2.3% | +127.9% | +124.2% |
| YTD | +10.7% | +5.6% | +5.2% | +5.4% |
| 1Y | +3.0% | +27.1% | -24.0% | -10.2% |
| 3Y | -13.1% | -26.3% | +13.2% | -6.1% |
| 5Y | -52.7% | -34.5% | -18.3% | -45.4% |
| All | +494.0% | +37.5% | +456.5% | +385.0% |
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