+24.8%
UPS vs AMIX
-92.3%
+117.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.8% |
| 7D | +3.8% | -9.9% | +13.7% | +3.8% |
| 30D | +17.4% | -52.8% | +70.1% | +17.7% |
| 3M | +8.2% | -80.0% | +88.2% | +8.9% |
| 6M | +17.9% | -80.2% | +98.2% | +17.6% |
| YTD | +18.7% | -88.1% | +106.8% | +18.1% |
| 1Y | +24.8% | -91.1% | +115.9% | +24.2% |
| All | +24.8% | -92.3% | +117.1% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling