-9.6%
UPS vs WM
+47.1%
-56.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.5% |
| 7D | 0.0% | +1.2% | -1.2% | +0.1% |
| 30D | +17.3% | +13.1% | +4.3% | +17.6% |
| 3M | +6.6% | +3.6% | +3.0% | +6.4% |
| 6M | +12.0% | +8.1% | +3.9% | +12.1% |
| YTD | +14.4% | +8.9% | +5.5% | +14.3% |
| 1Y | +23.3% | +20.3% | +3.0% | +23.9% |
| 3Y | -9.6% | +46.2% | -55.8% | -8.9% |
| All | -9.6% | +47.1% | -56.7% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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