+30.6%
UPS vs KWEB
-34.1%
+64.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.5% | +0.2% | +4.3% |
| 7D | +8.2% | +5.8% | +2.4% | +7.7% |
| 30D | +22.7% | -1.0% | +23.7% | +22.7% |
| 3M | +6.4% | -15.8% | +22.3% | +7.6% |
| 6M | +22.6% | -14.9% | +37.5% | +24.6% |
| YTD | +20.7% | -28.6% | +49.3% | +23.3% |
| 1Y | +30.6% | -33.9% | +64.6% | +31.0% |
| All | +30.6% | -34.1% | +64.7% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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