+36.0%
UPS vs UUUU
+495.2%
-459.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.3% | +7.1% | +1.2% |
| 7D | -3.4% | -5.0% | +1.6% | -3.1% |
| 30D | -2.7% | -7.8% | +5.0% | -2.3% |
| 3M | -1.6% | -0.4% | -1.2% | -2.0% |
| 6M | +2.3% | -32.9% | +35.2% | +4.0% |
| YTD | +5.6% | -6.3% | +11.8% | +4.0% |
| 1Y | +27.1% | +7.9% | +19.1% | +22.4% |
| 3Y | -26.3% | +85.2% | -111.5% | -33.8% |
| 5Y | -34.5% | +97.0% | -131.4% | -43.3% |
| All | +36.0% | +495.2% | -459.2% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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