+45.9%
UPS vs PWR
+1,844.4%
-1,798.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.0% |
| 7D | +3.8% | +11.3% | -7.5% | +1.1% |
| 30D | +17.4% | -8.9% | +26.2% | +18.8% |
| 3M | +8.2% | -10.5% | +18.7% | +9.5% |
| 6M | +17.9% | -22.2% | +40.1% | +22.9% |
| YTD | +18.7% | +42.7% | -24.0% | +4.1% |
| 1Y | +24.8% | +41.1% | -16.3% | +9.5% |
| 3Y | -4.5% | +242.7% | -247.3% | -39.8% |
| 5Y | -33.2% | +418.5% | -451.7% | -64.5% |
| All | +45.9% | +1,844.4% | -1,798.5% | -54.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling