+207.2%
UMC vs APTV
-39.9%
+247.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.1% | +1.5% | +4.3% |
| 7D | +5.0% | +4.8% | +0.1% | +4.5% |
| 30D | +7.7% | +2.0% | +5.7% | +7.5% |
| 3M | +1.7% | -34.2% | +35.9% | +7.8% |
| 6M | +113.9% | -34.7% | +148.6% | +120.8% |
| YTD | +168.9% | -37.0% | +205.9% | +172.8% |
| 1Y | +207.2% | -40.4% | +247.6% | +217.3% |
| All | +207.2% | -39.9% | +247.1% | +217.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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