+207.2%
UMC vs FND
-36.4%
+243.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +4.4% |
| 7D | +5.0% | -5.2% | +10.2% | +5.5% |
| 30D | +7.7% | -19.9% | +27.5% | +10.3% |
| 3M | +1.7% | +2.7% | -1.1% | 0.0% |
| 6M | +113.9% | -21.7% | +135.6% | +111.5% |
| YTD | +168.9% | -17.5% | +186.4% | +162.5% |
| 1Y | +207.2% | -39.3% | +246.5% | +192.0% |
| All | +207.2% | -36.4% | +243.6% | +192.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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