-9.6%
UPS vs PAAS
+182.2%
-191.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -3.9% | -2.6% |
| 7D | 0.0% | +8.4% | -8.4% | -0.6% |
| 30D | +17.3% | -7.2% | +24.5% | +17.9% |
| 3M | +6.6% | -14.0% | +20.6% | +7.5% |
| 6M | +12.0% | -26.8% | +38.8% | +13.8% |
| YTD | +14.4% | -19.8% | +34.2% | +15.2% |
| 1Y | +23.3% | +22.8% | +0.5% | +21.4% |
| 3Y | -9.6% | +183.6% | -193.3% | -22.7% |
| All | -9.6% | +182.2% | -191.8% | -22.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling