+3,319.5%
V vs UPS
+193.5%
+3,126.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | +0.8% | +1.7% | -0.9% | 0.0% |
| 30D | +9.9% | +17.4% | -7.5% | +1.9% |
| 3M | +17.5% | +7.7% | +9.8% | +13.1% |
| 6M | +33.5% | +13.8% | +19.6% | +23.9% |
| YTD | +21.6% | +17.3% | +4.3% | +10.0% |
| 1Y | +27.6% | +27.2% | +0.4% | +10.8% |
| 3Y | +76.4% | -5.6% | +82.1% | +68.1% |
| 5Y | +103.8% | -33.5% | +137.4% | +129.6% |
| 10Y | +455.5% | +43.7% | +411.8% | +256.4% |
| All | +3,319.5% | +193.5% | +3,126.0% | +1,158.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling