+802.8%
TEAM vs UPS
+52.8%
+750.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.5% | -2.1% |
| 7D | -0.4% | -2.9% | +2.4% | +0.8% |
| 30D | +67.3% | -3.5% | +70.8% | +70.0% |
| 3M | +86.8% | -5.7% | +92.5% | +90.0% |
| 6M | +146.8% | -4.4% | +151.2% | +146.7% |
| YTD | +16.9% | +8.0% | +8.9% | +10.2% |
| 1Y | +12.8% | +29.0% | -16.2% | -2.4% |
| 3Y | -7.3% | -27.7% | +20.4% | +1.3% |
| 5Y | -50.7% | -34.3% | -16.4% | -43.2% |
| 10Y | +529.8% | +37.8% | +492.0% | +410.3% |
| All | +802.8% | +52.8% | +750.0% | +610.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling