+196.2%
NVDA vs UMAC
+473.8%
-277.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UMAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.4% | +0.1% |
| 7D | -5.1% | -3.4% | -1.7% | -5.0% |
| 30D | -2.5% | -15.1% | +12.6% | -2.0% |
| 3M | +6.7% | -10.8% | +17.4% | +6.4% |
| 6M | +17.6% | +15.7% | +1.9% | +14.4% |
| YTD | +17.3% | +80.1% | -62.8% | +11.4% |
| 1Y | +23.5% | +116.7% | -93.2% | +15.9% |
| All | +196.2% | +473.8% | -277.5% | +183.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UMAC.
Daily Out/Under-Performance
Portfolio return minus UMAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMAC 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 5y: compounded portfolio wealth divided by compounded UMAC 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…
5y analysis · Full analysis span regression · 6 months rolling