+1,337.5%
STX vs UMC
+252.9%
+1,084.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.2% | -1.7% |
| 7D | +8.0% | +11.4% | -3.4% | +3.8% |
| 30D | +5.1% | +16.8% | -11.7% | -0.8% |
| 3M | +5.8% | +19.1% | -13.3% | +0.4% |
| 6M | +124.9% | +137.4% | -12.5% | +76.4% |
| YTD | +213.9% | +186.4% | +27.5% | +124.4% |
| 1Y | +350.4% | +229.1% | +121.3% | +205.5% |
| All | +1,337.5% | +252.9% | +1,084.6% | +855.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling