+45.9%
UPS vs PAAS
+205.7%
-159.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.9% |
| 7D | +3.8% | -8.9% | +12.7% | +4.3% |
| 30D | +17.4% | -11.4% | +28.8% | +18.0% |
| 3M | +8.2% | -20.4% | +28.6% | +9.4% |
| 6M | +17.9% | -40.7% | +58.6% | +20.7% |
| YTD | +18.7% | -26.9% | +45.6% | +19.9% |
| 1Y | +24.8% | -3.1% | +27.9% | +24.5% |
| 3Y | -4.5% | +199.3% | -203.8% | -10.6% |
| 5Y | -33.2% | +48.3% | -81.5% | -36.7% |
| All | +45.9% | +205.7% | -159.8% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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