+36.4%
UPS vs BBY
+252.7%
-216.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.8% | -0.6% |
| 7D | -2.0% | +0.6% | -2.6% | -2.1% |
| 30D | -2.0% | +9.4% | -11.4% | -4.8% |
| 3M | -6.2% | +19.3% | -25.6% | -11.4% |
| 6M | +2.8% | +47.9% | -45.1% | -9.5% |
| YTD | +5.9% | +39.6% | -33.7% | -5.5% |
| 1Y | +26.2% | +22.2% | +4.1% | +16.9% |
| 3Y | -26.0% | +45.0% | -71.0% | -36.7% |
| 5Y | -34.3% | +2.6% | -36.8% | -39.8% |
| All | +36.4% | +252.7% | -216.3% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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