-26.2%
UPS vs BBY
+38.5%
-64.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -3.4% | +0.7% | -4.1% | -3.6% |
| 30D | -2.7% | +5.8% | -8.5% | -4.6% |
| 3M | -1.6% | +18.0% | -19.7% | -7.0% |
| 6M | +2.3% | +39.8% | -37.5% | -9.0% |
| YTD | +5.6% | +35.4% | -29.8% | -5.5% |
| 1Y | +27.1% | +21.4% | +5.7% | +17.6% |
| All | -26.2% | +38.5% | -64.7% | -39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling