+57.4%
INTC vs UMC
+112.5%
-55.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.1% | -1.7% | -2.5% |
| 7D | -39.0% | -14.7% | -24.3% | -32.0% |
| 30D | -49.8% | -32.9% | -17.0% | -36.2% |
| 3M | -42.2% | -22.2% | -20.1% | -32.4% |
| 6M | -39.2% | +25.9% | -65.1% | -41.4% |
| YTD | +57.9% | +107.9% | -50.0% | +8.4% |
| 1Y | +57.4% | +115.0% | -57.7% | +3.3% |
| All | +57.4% | +112.5% | -55.2% | +3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling