+45.9%
UPS vs URA
+266.3%
-220.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +2.1% |
| 7D | +3.8% | -1.5% | +5.3% | +4.0% |
| 30D | +17.4% | -10.4% | +27.8% | +19.4% |
| 3M | +8.2% | -29.6% | +37.8% | +14.4% |
| 6M | +17.9% | -40.3% | +58.2% | +27.8% |
| YTD | +18.7% | -25.5% | +44.2% | +22.2% |
| 1Y | +24.8% | -26.4% | +51.2% | +28.5% |
| 3Y | -4.5% | +31.4% | -36.0% | -15.6% |
| 5Y | -33.2% | +28.6% | -61.8% | -42.6% |
| All | +45.9% | +266.3% | -220.3% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling