+207.2%
UMC vs AMIX
-81.0%
+288.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.9% | +6.5% | +4.6% |
| 7D | +5.0% | -13.7% | +18.7% | +5.3% |
| 30D | +7.7% | -62.1% | +69.7% | +9.8% |
| 3M | +1.7% | -46.2% | +47.8% | -2.8% |
| 6M | +113.9% | -46.4% | +160.3% | +104.8% |
| YTD | +168.9% | -60.3% | +229.2% | +156.6% |
| 1Y | +207.2% | -79.7% | +286.9% | +212.6% |
| All | +207.2% | -81.0% | +288.2% | +212.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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