+24.0%
UPS vs ROIV
+92.9%
-68.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.2% | -8.6% | -2.8% |
| 7D | 0.0% | +5.3% | -5.3% | -0.3% |
| 30D | +17.3% | +11.9% | +5.5% | +16.6% |
| 3M | +6.6% | +10.7% | -4.1% | +6.0% |
| 6M | +12.0% | +34.9% | -22.9% | +9.9% |
| YTD | +14.4% | +79.2% | -64.8% | +11.7% |
| All | +24.0% | +92.9% | -68.8% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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