+221.2%
UPS vs EWJ
+156.3%
+64.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.6% |
| 7D | -2.1% | +2.9% | -5.0% | -3.5% |
| 30D | -2.3% | +1.1% | -3.4% | -2.9% |
| 3M | -5.2% | +7.1% | -12.3% | -8.5% |
| 6M | +1.4% | +16.2% | -14.8% | -6.1% |
| YTD | +6.1% | +22.0% | -15.9% | -4.2% |
| 1Y | +27.0% | +26.2% | +0.8% | +12.7% |
| 3Y | -25.9% | +73.5% | -99.4% | -44.3% |
| 5Y | -34.6% | +52.7% | -87.3% | -47.8% |
| 10Y | +36.2% | +138.5% | -102.3% | -12.2% |
| All | +221.2% | +156.3% | +64.9% | +80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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