+443.6%
TEAM vs UPS
+43.9%
+399.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -2.2% |
| 7D | -2.4% | +3.8% | -6.2% | -3.9% |
| 30D | -26.7% | +17.4% | -44.1% | -31.3% |
| 3M | -9.6% | +8.2% | -17.8% | -12.6% |
| 6M | +86.0% | +17.9% | +68.1% | +72.8% |
| YTD | -7.5% | +18.7% | -26.2% | -16.1% |
| 1Y | -1.4% | +24.8% | -26.2% | -12.6% |
| 3Y | -14.3% | -4.5% | -9.8% | -17.6% |
| 5Y | -66.3% | -33.2% | -33.1% | -61.8% |
| All | +443.6% | +43.9% | +399.7% | +328.4% |
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