+15.1%
TEAM vs UMC
+112.5%
-97.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.8% |
| 7D | -13.7% | -14.7% | +0.9% | -14.8% |
| 30D | -3.4% | -32.9% | +29.4% | -6.9% |
| 3M | +72.1% | -22.2% | +94.3% | +69.4% |
| 6M | +103.8% | +25.9% | +77.9% | +87.2% |
| YTD | +17.1% | +107.9% | -90.8% | -3.3% |
| 1Y | +15.1% | +115.0% | -100.0% | -6.5% |
| All | +15.1% | +112.5% | -97.4% | -6.5% |
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 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