-86.3%
UPSX vs SPY
+14.6%
-101.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.6% | +1.7% | +17.9% | +9.8% |
| 7D | -7.8% | -0.7% | -7.1% | -1.8% |
| 30D | -12.2% | -1.0% | -11.2% | -4.7% |
| 3M | -47.7% | -0.3% | -47.4% | -43.9% |
| 6M | -59.1% | +7.3% | -66.5% | -70.5% |
| YTD | -82.8% | +13.3% | -96.2% | -89.7% |
| 1Y | -86.3% | +14.8% | -101.1% | -92.2% |
| All | -86.3% | +14.6% | -101.0% | -92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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