+30.6%
UPS vs PWR
+31.4%
-0.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -11.7% | +16.4% | +5.0% |
| 7D | +8.2% | -4.4% | +12.6% | +8.1% |
| 30D | +22.7% | -15.1% | +37.8% | +23.3% |
| 3M | +6.4% | -16.2% | +22.7% | +7.2% |
| 6M | +22.6% | -23.3% | +46.0% | +23.8% |
| YTD | +20.7% | +37.6% | -16.9% | +22.1% |
| 1Y | +30.6% | +32.4% | -1.8% | +31.8% |
| All | +30.6% | +31.4% | -0.8% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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