+262.2%
UMC vs CPAY
+49.1%
+213.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.4% | +2.4% |
| 7D | +9.0% | -2.0% | +11.0% | +9.3% |
| 30D | +17.2% | -0.4% | +17.6% | +17.2% |
| 3M | +11.4% | +16.4% | -4.9% | +8.2% |
| 6M | +137.5% | +23.5% | +114.0% | +128.0% |
| YTD | +193.1% | +35.7% | +157.5% | +172.7% |
| 1Y | +240.3% | +30.2% | +210.1% | +220.1% |
| 3Y | +262.2% | +49.7% | +212.5% | +204.8% |
| All | +262.2% | +49.1% | +213.1% | +204.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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