+27.0%
UPS vs MPC
+124.8%
-97.8%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.3% | -4.1% | -1.8% |
| 7D | -2.1% | +3.9% | -6.0% | -2.2% |
| 30D | -2.3% | +33.8% | -36.1% | -3.3% |
| 3M | -5.2% | +49.9% | -55.1% | -6.4% |
| 6M | +1.4% | +80.9% | -79.5% | -1.1% |
| YTD | +6.1% | +147.4% | -141.3% | +0.9% |
| 1Y | +27.0% | +123.2% | -96.2% | +20.5% |
| All | +27.0% | +124.8% | -97.8% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MPC 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling