+26.1%
UPS vs DAR
+65.2%
-39.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.1% | -3.8% | +0.9% |
| 7D | -1.6% | +3.6% | -5.2% | -1.9% |
| 30D | +17.9% | -11.3% | +29.2% | +18.9% |
| 3M | +9.4% | -13.1% | +22.5% | +10.3% |
| 6M | +16.2% | -15.1% | +31.3% | +17.7% |
| YTD | +18.8% | +50.5% | -31.7% | +5.3% |
| 1Y | +26.1% | +57.9% | -31.8% | +10.7% |
| All | +26.1% | +65.2% | -39.1% | +10.7% |
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