+103.9%
UMC vs AMIX
-90.1%
+194.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +11.8% | -4.3% | +7.2% |
| 7D | -9.2% | +1.2% | -10.3% | -9.2% |
| 30D | -35.1% | -45.3% | +10.2% | -34.2% |
| 3M | -20.5% | -83.1% | +62.6% | -17.3% |
| 6M | -1.7% | -76.9% | +75.1% | -3.5% |
| YTD | +92.8% | -85.3% | +178.1% | +87.6% |
| All | +103.9% | -90.1% | +194.1% | +98.1% |
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