+221.2%
UPS vs EME
+18,735.9%
-18,514.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.5% | -4.3% | -2.4% |
| 7D | -2.1% | +5.2% | -7.3% | -3.4% |
| 30D | -2.3% | -5.4% | +3.0% | -1.1% |
| 3M | -5.2% | -6.1% | +0.9% | -4.5% |
| 6M | +1.4% | +9.7% | -8.2% | -2.2% |
| YTD | +6.1% | +26.6% | -20.5% | -1.9% |
| 1Y | +27.0% | +24.6% | +2.4% | +16.7% |
| 3Y | -25.9% | +249.6% | -275.5% | -50.7% |
| 5Y | -34.6% | +556.6% | -591.1% | -63.9% |
| 10Y | +36.2% | +1,286.6% | -1,250.5% | -41.6% |
| All | +221.2% | +18,735.9% | -18,514.7% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EME 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling