+1,879.2%
UMC vs APTV
+180.9%
+1,698.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.6% | +9.7% | +6.4% |
| 7D | +6.6% | +2.0% | +4.6% | +5.9% |
| 30D | +16.6% | -7.7% | +24.3% | +19.1% |
| 3M | +11.0% | -34.0% | +45.0% | +24.1% |
| 6M | +131.3% | -37.1% | +168.4% | +159.9% |
| YTD | +182.5% | -39.9% | +222.4% | +219.5% |
| 1Y | +222.3% | -44.4% | +266.7% | +272.3% |
| 3Y | +253.0% | -54.5% | +307.5% | +318.4% |
| 5Y | +141.8% | -69.1% | +211.0% | +214.2% |
| 10Y | +1,772.2% | -20.0% | +1,792.2% | +1,690.0% |
| All | +1,879.2% | +180.9% | +1,698.2% | +1,111.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling