+30.6%
UPS vs Q
+19.7%
+11.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.1% | +4.8% | +4.7% |
| 7D | +8.2% | -3.3% | +11.5% | +8.6% |
| 30D | +22.7% | -9.7% | +32.4% | +24.0% |
| 3M | +6.4% | -16.1% | +22.5% | +8.4% |
| 6M | +22.6% | -15.7% | +38.3% | +23.3% |
| YTD | +20.7% | +45.7% | -25.0% | +15.7% |
| 1Y | +30.6% | +18.0% | +12.6% | +27.3% |
| All | +30.6% | +19.7% | +11.0% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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