-26.2%
UPS vs TRGP
+262.4%
-288.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -3.4% | -0.6% | -2.9% | -3.3% |
| 30D | -2.7% | +10.0% | -12.7% | -4.1% |
| 3M | -1.6% | +7.6% | -9.3% | -2.9% |
| 6M | +2.3% | +26.8% | -24.5% | -2.0% |
| YTD | +5.6% | +60.6% | -55.0% | -3.3% |
| 1Y | +27.1% | +82.5% | -55.4% | +13.2% |
| All | -26.2% | +262.4% | -288.6% | -45.8% |
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