+121.6%
UPS vs INDA
+111.6%
+10.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.1% | -1.1% |
| 7D | -2.1% | -1.0% | -1.1% | -1.7% |
| 30D | -2.3% | -2.5% | +0.2% | -1.3% |
| 3M | -5.2% | +4.0% | -9.2% | -6.6% |
| 6M | +1.4% | -1.8% | +3.2% | +2.1% |
| YTD | +6.1% | -9.2% | +15.3% | +10.0% |
| 1Y | +27.0% | -7.2% | +34.2% | +30.4% |
| 3Y | -25.9% | +9.8% | -35.8% | -28.8% |
| 5Y | -34.6% | +7.5% | -42.1% | -36.8% |
| 10Y | +36.2% | +80.8% | -44.6% | +7.3% |
| All | +121.6% | +111.6% | +10.0% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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