+46.2%
TSLA vs UPS
-35.0%
+81.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.6% |
| 7D | +3.0% | -3.7% | +6.7% | +5.0% |
| 30D | +11.2% | -3.7% | +14.9% | +13.3% |
| 3M | -7.3% | -6.6% | -0.7% | -4.3% |
| 6M | -7.7% | +2.6% | -10.3% | -10.0% |
| YTD | -18.2% | +4.8% | -23.0% | -22.0% |
| 1Y | +6.0% | +25.3% | -19.3% | -9.5% |
| 3Y | +48.0% | -26.9% | +74.9% | +63.8% |
| 5Y | +46.2% | -33.5% | +79.7% | +76.4% |
| All | +46.2% | -35.0% | +81.1% | +76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling