+30.6%
UPS vs WY
+0.3%
+30.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.6% | -0.9% | +2.8% |
| 7D | +8.2% | +13.3% | -5.1% | +3.7% |
| 30D | +22.7% | +17.6% | +5.1% | +16.1% |
| 3M | +6.4% | -15.0% | +21.5% | +11.7% |
| 6M | +22.6% | -5.9% | +28.5% | +24.3% |
| YTD | +20.7% | -5.7% | +26.5% | +21.5% |
| 1Y | +30.6% | -0.2% | +30.8% | +27.1% |
| All | +30.6% | +0.3% | +30.3% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling