+484.0%
V vs UPS
+43.9%
+440.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +0.7% |
| 7D | +0.9% | +3.8% | -2.9% | -0.4% |
| 30D | +9.0% | +17.4% | -8.4% | +3.1% |
| 3M | +16.7% | +8.2% | +8.5% | +13.4% |
| 6M | +33.4% | +17.9% | +15.5% | +24.9% |
| YTD | +22.4% | +18.7% | +3.7% | +13.4% |
| 1Y | +27.7% | +24.8% | +2.9% | +16.1% |
| 3Y | +78.0% | -4.5% | +82.5% | +71.7% |
| 5Y | +108.5% | -33.2% | +141.7% | +130.5% |
| All | +484.0% | +43.9% | +440.1% | +287.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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