+30.6%
UPS vs LVS
-31.5%
+62.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.5% | -1.8% | +3.7% |
| 7D | +8.2% | +13.4% | -5.2% | +6.4% |
| 30D | +22.7% | +12.2% | +10.5% | +20.8% |
| 3M | +6.4% | -10.7% | +17.2% | +7.7% |
| 6M | +22.6% | -19.8% | +42.4% | +26.3% |
| YTD | +20.7% | -35.8% | +56.5% | +24.1% |
| 1Y | +30.6% | -31.8% | +62.4% | +33.5% |
| All | +30.6% | -31.5% | +62.2% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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