+270.3%
UGI price history and return analytics
+357.8%
-87.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | +0.7% | +2.9% | -2.2% | -1.3% |
| 30D | -0.5% | -2.5% | +2.0% | +1.1% |
| 3M | +7.8% | -3.3% | +11.2% | +10.0% |
| 6M | +15.9% | +1.5% | +14.4% | +13.9% |
| YTD | +3.2% | +11.4% | -8.1% | -5.3% |
| 1Y | +12.9% | +11.9% | +1.0% | +3.2% |
| 3Y | +111.2% | +73.9% | +37.3% | +40.4% |
| 5Y | +5.8% | +57.9% | -52.1% | -24.9% |
| 10Y | +28.2% | +222.6% | -194.4% | -42.8% |
| All | +270.3% | +357.8% | -87.5% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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