+115.0%
UMC vs BBY
+33.0%
+82.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +8.0% | -10.1% | -2.1% |
| 7D | -14.7% | +4.5% | -19.2% | -14.6% |
| 30D | -32.9% | +16.0% | -48.8% | -32.9% |
| 3M | -22.2% | +18.6% | -40.8% | -22.0% |
| 6M | +25.9% | +80.1% | -54.2% | +25.9% |
| YTD | +107.9% | +57.4% | +50.5% | +99.1% |
| 1Y | +115.0% | +34.5% | +80.5% | +107.3% |
| All | +115.0% | +33.0% | +82.0% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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