+29.0%
UPS vs SU
+70.8%
-41.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.2% | -1.3% |
| 7D | -2.9% | +2.9% | -5.8% | -2.6% |
| 30D | -3.5% | +7.2% | -10.7% | -3.0% |
| 3M | -5.7% | +2.8% | -8.6% | -6.2% |
| 6M | -4.4% | +18.2% | -22.6% | -4.1% |
| YTD | +8.0% | +54.0% | -45.9% | +8.2% |
| 1Y | +29.0% | +70.1% | -41.1% | +30.8% |
| All | +29.0% | +70.8% | -41.7% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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