-13.3%
TSLA vs UPS
+29.9%
-43.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.7% | -8.0% | -4.0% |
| 7D | -4.7% | +8.2% | -12.9% | -5.8% |
| 30D | +1.7% | +22.7% | -21.0% | -1.4% |
| 3M | +17.7% | +6.4% | +11.2% | +16.8% |
| 6M | -1.9% | +22.6% | -24.5% | -3.1% |
| YTD | -14.3% | +20.7% | -35.1% | -13.3% |
| 1Y | -13.3% | +30.6% | -43.9% | -9.4% |
| All | -13.3% | +29.9% | -43.2% | -9.4% |
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 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