+207.2%
UMC vs INDA
-5.0%
+212.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +5.0% | +0.7% | +4.2% | +4.4% |
| 30D | +7.7% | -0.8% | +8.5% | +8.3% |
| 3M | +1.7% | +3.9% | -2.3% | -0.4% |
| 6M | +113.9% | -0.7% | +114.6% | +107.8% |
| YTD | +168.9% | -7.7% | +176.6% | +157.2% |
| 1Y | +207.2% | -5.1% | +212.3% | +194.8% |
| All | +207.2% | -5.0% | +212.2% | +194.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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