-17.5%
UPS vs AMIX
-99.9%
+82.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.8% | -8.7% | 0.0% |
| 7D | +1.7% | +11.4% | -9.7% | +1.7% |
| 30D | +17.4% | -40.5% | +57.9% | +17.7% |
| 3M | +7.7% | -80.1% | +87.8% | +8.6% |
| 6M | +13.8% | -74.8% | +88.7% | +13.0% |
| YTD | +17.3% | -84.0% | +101.3% | +16.7% |
| 1Y | +27.2% | -89.7% | +116.9% | +26.8% |
| All | -17.5% | -99.9% | +82.4% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling