-14.3%
TEAM vs UPS
-4.2%
-10.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.9% |
| 7D | -2.4% | +3.8% | -6.2% | -3.3% |
| 30D | -26.7% | +17.4% | -44.1% | -29.3% |
| 3M | -9.6% | +8.2% | -17.8% | -11.3% |
| 6M | +86.0% | +17.9% | +68.1% | +78.5% |
| YTD | -7.5% | +18.7% | -26.2% | -13.3% |
| 1Y | -1.4% | +24.8% | -26.2% | -9.2% |
| 3Y | -14.3% | -4.5% | -9.8% | -25.4% |
| All | -14.3% | -4.2% | -10.1% | -25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling