+1,857.3%
UMC vs AMC
-99.0%
+1,956.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.9% | +7.9% | +4.0% |
| 7D | +13.6% | -6.8% | +20.4% | +13.7% |
| 30D | +20.8% | +1.7% | +19.1% | +20.7% |
| 3M | +16.1% | +26.8% | -10.7% | +15.4% |
| 6M | +137.3% | +117.7% | +19.6% | +133.4% |
| YTD | +193.8% | +57.7% | +136.1% | +190.2% |
| 1Y | +236.1% | -12.5% | +248.5% | +234.8% |
| 3Y | +267.1% | -65.7% | +332.8% | +267.3% |
| 5Y | +145.3% | -99.5% | +244.8% | +150.9% |
| 10Y | +1,857.3% | -99.0% | +1,956.3% | +1,946.5% |
| All | +1,857.3% | -99.0% | +1,956.3% | +1,946.5% |
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