-9.6%
UPS vs ACWI
+70.3%
-80.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.4% | -2.4% |
| 7D | 0.0% | -2.4% | +2.4% | +2.0% |
| 30D | +17.3% | -5.2% | +22.5% | +22.4% |
| 3M | +6.6% | -4.8% | +11.4% | +10.7% |
| 6M | +12.0% | -1.3% | +13.3% | +12.7% |
| YTD | +14.4% | +8.4% | +6.0% | +6.4% |
| 1Y | +23.3% | +11.0% | +12.3% | +12.3% |
| 3Y | -9.6% | +70.6% | -80.2% | -46.9% |
| All | -9.6% | +70.3% | -80.0% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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