+8.9%
UPS vs GLXY
+2.7%
+6.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.1% | +4.8% | +0.9% |
| 7D | -3.4% | -8.9% | +5.5% | -3.1% |
| 30D | -2.7% | +19.9% | -22.6% | -3.5% |
| 3M | -1.6% | -20.0% | +18.3% | -1.1% |
| 6M | +2.3% | +10.5% | -8.2% | +1.2% |
| YTD | +5.6% | +7.9% | -2.3% | +3.6% |
| 1Y | +27.1% | -7.5% | +34.5% | +23.4% |
| All | +8.9% | +2.7% | +6.2% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 10y: compounded portfolio wealth divided by compounded GLXY 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…
10y analysis · Full analysis span regression · 6 months rolling