+240.3%
UMC vs BND
-0.6%
+240.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.4% | +2.5% |
| 7D | +9.0% | -1.0% | +10.0% | +10.9% |
| 30D | +17.2% | -1.1% | +18.4% | +19.5% |
| 3M | +11.4% | -1.9% | +13.3% | +15.1% |
| 6M | +137.5% | -1.6% | +139.1% | +143.2% |
| YTD | +193.1% | -1.2% | +194.3% | +204.7% |
| 1Y | +240.3% | -0.7% | +241.0% | +269.1% |
| All | +240.3% | -0.6% | +240.9% | +269.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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