+259.3%
UPS vs BEN
+639.4%
-380.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.7% |
| 7D | +3.8% | +6.8% | -3.0% | +1.4% |
| 30D | +17.4% | +18.0% | -0.6% | +10.6% |
| 3M | +8.2% | +7.5% | +0.7% | +5.2% |
| 6M | +17.9% | +14.7% | +3.2% | +11.8% |
| YTD | +18.7% | +56.1% | -37.4% | +0.4% |
| 1Y | +24.8% | +69.6% | -44.8% | +2.5% |
| 3Y | -4.5% | +87.7% | -92.2% | -25.8% |
| 5Y | -33.2% | +28.6% | -61.9% | -41.7% |
| 10Y | +44.2% | +59.8% | -15.6% | +9.1% |
| All | +259.3% | +639.4% | -380.0% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling