-91.1%
UPSX price history and return analytics
+29.8%
-120.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.6% | -7.1% | -4.5% |
| 7D | -15.9% | -0.1% | -15.8% | -15.1% |
| 30D | -29.5% | -0.7% | -28.8% | -25.6% |
| 3M | -38.3% | +4.0% | -42.3% | -46.5% |
| 6M | -34.8% | +12.3% | -47.1% | -60.1% |
| YTD | -77.2% | +14.0% | -91.2% | -87.0% |
| 1Y | -92.4% | +20.3% | -112.8% | -96.6% |
| All | -91.1% | +29.8% | -120.9% | -97.3% |
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