+122.9%
UMC vs AMIX
-100.0%
+222.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.3% |
| 7D | +11.2% | -9.9% | +21.1% | +11.3% |
| 30D | -28.0% | -52.8% | +24.7% | -27.1% |
| 3M | -20.5% | -80.0% | +59.5% | -18.4% |
| 6M | -1.6% | -80.2% | +78.7% | -3.9% |
| YTD | +99.4% | -88.1% | +187.5% | +93.6% |
| 1Y | +120.4% | -91.1% | +211.5% | +114.0% |
| All | +122.9% | -100.0% | +222.9% | +101.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling