+12.8%
TEAM vs UMC
+209.4%
-196.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.6% | -7.2% | -2.3% |
| 7D | -0.4% | +5.0% | -5.4% | -0.1% |
| 30D | +67.3% | +7.7% | +59.6% | +68.3% |
| 3M | +86.8% | +1.7% | +85.1% | +83.9% |
| 6M | +146.8% | +113.9% | +32.9% | +121.1% |
| YTD | +16.9% | +168.9% | -152.0% | -4.5% |
| 1Y | +12.8% | +207.2% | -194.4% | -11.9% |
| All | +12.8% | +209.4% | -196.7% | -11.9% |
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