+68.7%
UCTT vs SPY
+14.6%
+54.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.7% | -9.9% | -14.1% |
| 7D | -21.2% | -0.7% | -20.5% | -19.2% |
| 30D | -40.5% | -1.0% | -39.5% | -37.5% |
| 3M | -47.9% | -0.3% | -47.6% | -46.5% |
| 6M | -39.8% | +7.3% | -47.1% | -50.3% |
| YTD | +73.9% | +13.3% | +60.5% | +22.9% |
| 1Y | +68.7% | +14.8% | +53.9% | +15.7% |
| All | +68.7% | +14.6% | +54.1% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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