-25.9%
UPS vs TECH
-0.6%
-25.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -2.1% | +0.2% | -2.3% | -2.2% |
| 30D | -2.3% | +0.1% | -2.5% | -2.3% |
| 3M | -5.2% | +37.5% | -42.7% | -12.3% |
| 6M | +1.4% | +34.6% | -33.2% | -7.0% |
| YTD | +6.1% | +23.5% | -17.4% | -0.5% |
| 1Y | +27.0% | +34.4% | -7.4% | +15.6% |
| 3Y | -25.9% | +2.3% | -28.2% | -27.5% |
| All | -25.9% | -0.6% | -25.3% | -27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling