+27.2%
UPS vs DAR
+57.1%
-29.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.2% |
| 7D | +1.7% | -3.8% | +5.5% | +1.9% |
| 30D | +17.4% | -14.4% | +31.8% | +18.7% |
| 3M | +7.7% | -17.9% | +25.7% | +9.3% |
| 6M | +13.8% | -18.3% | +32.1% | +15.7% |
| YTD | +17.3% | +43.2% | -26.0% | +3.7% |
| 1Y | +27.2% | +57.7% | -30.5% | +9.5% |
| All | +27.2% | +57.1% | -29.9% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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