+207.2%
UMC vs DAR
+104.4%
+102.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.4% | +4.6% |
| 7D | +5.0% | +1.4% | +3.6% | +4.9% |
| 30D | +7.7% | +12.8% | -5.1% | +6.9% |
| 3M | +1.7% | +7.4% | -5.7% | +1.3% |
| 6M | +113.9% | +22.3% | +91.7% | +112.5% |
| YTD | +168.9% | +81.1% | +87.8% | +172.0% |
| 1Y | +207.2% | +106.5% | +100.7% | +212.4% |
| All | +207.2% | +104.4% | +102.8% | +212.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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