+262.2%
UMC vs AU
+577.5%
-315.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.8% | +2.3% |
| 7D | +9.0% | -4.3% | +13.3% | +9.7% |
| 30D | +17.2% | +7.3% | +9.9% | +15.6% |
| 3M | +11.4% | +26.3% | -14.9% | +6.2% |
| 6M | +137.5% | +1.8% | +135.7% | +132.9% |
| YTD | +193.1% | +26.8% | +166.3% | +179.7% |
| 1Y | +240.3% | +66.7% | +173.6% | +212.8% |
| 3Y | +262.2% | +579.1% | -316.9% | +182.0% |
| All | +262.2% | +577.5% | -315.3% | +182.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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