+36.0%
UPS vs TECH
+189.8%
-153.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -3.4% | -0.5% | -2.9% | -3.3% |
| 30D | -2.7% | 0.0% | -2.8% | -2.7% |
| 3M | -1.6% | +37.4% | -39.1% | -11.0% |
| 6M | +2.3% | +36.9% | -34.5% | -8.8% |
| YTD | +5.6% | +23.1% | -17.5% | -3.0% |
| 1Y | +27.1% | +42.2% | -15.2% | +10.7% |
| 3Y | -26.3% | +1.9% | -28.2% | -31.3% |
| 5Y | -34.5% | -42.9% | +8.4% | -28.2% |
| All | +36.0% | +189.8% | -153.8% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling