+4.5%
TSLA vs UPS
+26.3%
-21.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -1.9% | -1.3% |
| 7D | -3.4% | -3.4% | 0.0% | -2.6% |
| 30D | +9.2% | -2.7% | +12.0% | +9.9% |
| 3M | -4.7% | -1.6% | -3.1% | -4.0% |
| 6M | -8.9% | +2.3% | -11.3% | -9.4% |
| YTD | -19.2% | +5.6% | -24.7% | -19.8% |
| 1Y | +4.5% | +27.1% | -22.5% | -1.5% |
| All | +4.5% | +26.3% | -21.8% | -1.5% |
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