+24.8%
UPS vs STLA
-64.5%
+89.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.9% | +2.0% |
| 7D | +3.8% | -13.8% | +17.6% | +6.3% |
| 30D | +17.4% | -10.5% | +27.9% | +19.3% |
| 3M | +8.2% | -28.9% | +37.1% | +14.0% |
| 6M | +17.9% | -49.7% | +67.7% | +31.2% |
| YTD | +18.7% | -64.9% | +83.6% | +36.9% |
| 1Y | +24.8% | -64.0% | +88.8% | +42.9% |
| All | +24.8% | -64.5% | +89.3% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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