+29.0%
UPS vs TRGP
+80.7%
-51.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.2% |
| 7D | -2.9% | +0.8% | -3.7% | -2.8% |
| 30D | -3.5% | +11.5% | -15.0% | -3.0% |
| 3M | -5.7% | +9.0% | -14.7% | -5.2% |
| 6M | -4.4% | +20.5% | -24.9% | -3.9% |
| YTD | +8.0% | +59.5% | -51.5% | +8.9% |
| 1Y | +29.0% | +77.9% | -48.9% | +30.3% |
| All | +29.0% | +80.7% | -51.7% | +30.3% |
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