+22.3%
UPS vs Q
+27.2%
-4.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.2% | -1.5% |
| 7D | -0.6% | +11.5% | -12.1% | -1.9% |
| 30D | +16.4% | -0.2% | +16.6% | +16.3% |
| 3M | +7.9% | -13.6% | +21.5% | +9.8% |
| 6M | +15.8% | -27.0% | +42.9% | +19.7% |
| YTD | +16.6% | +50.5% | -34.0% | +8.1% |
| 1Y | +22.3% | +33.8% | -11.5% | +15.1% |
| All | +22.3% | +27.2% | -4.9% | +15.1% |
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