+74.4%
TSLA vs UPS
-4.2%
+78.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -2.5% |
| 7D | +8.9% | +3.8% | +5.1% | +7.5% |
| 30D | +6.3% | +17.4% | -11.1% | +0.2% |
| 3M | +14.8% | +8.2% | +6.6% | +11.3% |
| 6M | -12.4% | +17.9% | -30.3% | -17.8% |
| YTD | -13.2% | +18.7% | -31.9% | -20.1% |
| 1Y | -2.9% | +24.8% | -27.7% | -12.6% |
| 3Y | +74.4% | -4.5% | +79.0% | +43.9% |
| All | +74.4% | -4.2% | +78.6% | +43.9% |
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