+30.6%
UPS vs TRGP
+89.5%
-58.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.5% | +9.3% | +4.2% |
| 7D | +8.2% | -6.5% | +14.7% | +7.5% |
| 30D | +22.7% | -0.4% | +23.2% | +22.5% |
| 3M | +6.4% | +8.8% | -2.4% | +6.9% |
| 6M | +22.6% | +11.0% | +11.6% | +23.3% |
| YTD | +20.7% | +57.4% | -36.7% | +23.4% |
| 1Y | +30.6% | +87.9% | -57.2% | +29.6% |
| All | +30.6% | +89.5% | -58.9% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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