+23.9%
VZ vs UPS
+23.5%
+0.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | +2.4% | +1.7% | +0.6% | +2.2% |
| 30D | +11.2% | +17.4% | -6.2% | +9.7% |
| 3M | 0.0% | +7.7% | -7.7% | -0.7% |
| 6M | +1.3% | +13.8% | -12.5% | -0.3% |
| YTD | +21.3% | +17.3% | +4.0% | +19.3% |
| 1Y | +23.9% | +27.2% | -3.2% | +21.0% |
| All | +23.9% | +23.5% | +0.5% | +21.0% |
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