+27.1%
UPS vs AMC
+40.5%
-13.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.3% | -5.8% | +2.3% |
| 7D | +1.1% | +6.6% | -5.4% | +1.1% |
| 30D | +17.3% | +14.1% | +3.2% | +17.2% |
| 3M | +7.9% | +31.3% | -23.4% | +7.8% |
| 6M | +13.7% | +126.7% | -112.9% | +10.1% |
| YTD | +17.2% | +117.9% | -100.8% | +14.3% |
| All | +27.1% | +40.5% | -13.4% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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