+992.0%
ASX vs UMC
+1,867.9%
-875.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.0% | -0.4% | +1.4% |
| 7D | +11.1% | +13.6% | -2.5% | +3.8% |
| 30D | +9.6% | +20.8% | -11.2% | -1.1% |
| 3M | +18.6% | +16.1% | +2.5% | +9.0% |
| 6M | +92.1% | +137.3% | -45.2% | +19.9% |
| YTD | +158.5% | +193.8% | -35.3% | +39.7% |
| 1Y | +271.9% | +236.1% | +35.8% | +86.5% |
| 3Y | +465.2% | +267.1% | +198.1% | +170.0% |
| 5Y | +479.4% | +145.3% | +334.2% | +230.1% |
| 10Y | +992.0% | +1,857.3% | -865.3% | +153.5% |
| All | +992.0% | +1,867.9% | -875.9% | +153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 10y: compounded portfolio wealth divided by compounded UMC 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…
10y analysis · Full analysis span regression · 6 months rolling