+26.0%
V vs UPS
+26.2%
-0.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +0.8% | +1.7% | -0.9% | +0.6% |
| 30D | +9.9% | +17.4% | -7.5% | +7.8% |
| 3M | +17.5% | +7.7% | +9.8% | +16.5% |
| 6M | +33.5% | +13.8% | +19.6% | +30.6% |
| YTD | +21.6% | +17.3% | +4.3% | +16.3% |
| All | +26.0% | +26.2% | -0.1% | +18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling