+252.9%
UPS vs TECH
+1,722.5%
-1,469.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.9% |
| 7D | -0.6% | +0.2% | -0.8% | -0.6% |
| 30D | +16.4% | +0.5% | +16.0% | +16.3% |
| 3M | +7.9% | +1.0% | +7.0% | +7.7% |
| 6M | +15.8% | +54.1% | -38.2% | +5.6% |
| YTD | +16.6% | +24.4% | -7.8% | +9.9% |
| 1Y | +22.3% | +19.3% | +3.0% | +16.1% |
| 3Y | -6.2% | +28.5% | -34.7% | -14.1% |
| 5Y | -34.4% | -41.0% | +6.5% | -31.2% |
| 10Y | +41.7% | +189.3% | -147.7% | +10.6% |
| All | +252.9% | +1,722.5% | -1,469.6% | +123.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling