+22.3%
UPS vs PAAS
+0.9%
+21.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | -1.3% |
| 7D | -0.6% | -7.0% | +6.5% | +0.3% |
| 30D | +16.4% | -15.3% | +31.7% | +18.5% |
| 3M | +7.9% | -27.7% | +35.7% | +11.5% |
| 6M | +15.8% | -40.5% | +56.3% | +21.3% |
| YTD | +16.6% | -26.5% | +43.1% | +18.9% |
| 1Y | +22.3% | -0.8% | +23.1% | +22.1% |
| All | +22.3% | +0.9% | +21.4% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling