-4.5%
UPS vs TRGP
+274.3%
-278.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.8% |
| 7D | +3.8% | +12.4% | -8.6% | +2.4% |
| 30D | +17.4% | +2.6% | +14.7% | +16.7% |
| 3M | +8.2% | +11.9% | -3.7% | +6.2% |
| 6M | +17.9% | +13.9% | +4.0% | +15.1% |
| YTD | +18.7% | +64.2% | -45.5% | +8.0% |
| 1Y | +24.8% | +78.5% | -53.7% | +11.5% |
| 3Y | -4.5% | +272.9% | -277.5% | -34.1% |
| All | -4.5% | +274.3% | -278.8% | -34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling