+1,198.4%
UMC vs AMC
-98.6%
+1,297.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +8.3% | -0.8% | +7.4% |
| 7D | -9.2% | +6.6% | -15.7% | -9.2% |
| 30D | -35.1% | +14.1% | -49.2% | -35.3% |
| 3M | -20.5% | +31.3% | -51.7% | -20.8% |
| 6M | -1.7% | +126.7% | -128.4% | -3.4% |
| YTD | +92.8% | +117.9% | -25.2% | +89.4% |
| 1Y | +104.5% | +41.1% | +63.4% | +102.2% |
| 3Y | +129.8% | -61.0% | +190.8% | +129.4% |
| 5Y | +74.0% | -99.1% | +173.1% | +77.1% |
| 10Y | +1,198.4% | -98.7% | +1,297.1% | +1,250.2% |
| All | +1,198.4% | -98.6% | +1,297.0% | +1,250.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling