+1.7%
TEAM vs UPS
+29.6%
-28.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | -5.2% | -2.0% | -3.2% | -5.3% |
| 30D | +15.8% | -2.0% | +17.7% | +15.7% |
| 3M | +101.5% | -6.2% | +107.7% | +99.8% |
| 6M | +138.2% | +2.8% | +135.4% | +136.9% |
| YTD | +10.8% | +5.9% | +4.9% | +9.0% |
| 1Y | +1.7% | +26.2% | -24.6% | -7.2% |
| All | +1.7% | +29.6% | -28.0% | -7.2% |
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