+30.6%
UPS vs AS
+3.3%
+27.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.1% | -0.4% | +3.7% |
| 7D | +8.2% | +13.8% | -5.5% | +5.7% |
| 30D | +22.7% | +16.7% | +6.1% | +19.2% |
| 3M | +6.4% | -11.5% | +17.9% | +9.2% |
| 6M | +22.6% | -5.5% | +28.1% | +23.3% |
| YTD | +20.7% | -14.2% | +34.9% | +22.9% |
| 1Y | +30.6% | +2.1% | +28.6% | +37.5% |
| All | +30.6% | +3.3% | +27.3% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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