+30.6%
UPS vs SPXU
-30.4%
+61.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.9% | +9.6% | +3.6% |
| 7D | +8.2% | +2.2% | +6.1% | +8.8% |
| 30D | +22.7% | +3.8% | +19.0% | +23.9% |
| 3M | +6.4% | +3.3% | +3.2% | +7.6% |
| 6M | +22.6% | -16.7% | +39.3% | +18.2% |
| YTD | +20.7% | -28.6% | +49.3% | +12.2% |
| 1Y | +30.6% | -30.6% | +61.2% | +21.2% |
| All | +30.6% | -30.4% | +61.0% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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