+1,272.7%
UMC vs NDAQ
+471.8%
+801.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | +11.2% | +1.3% | +9.9% | +10.8% |
| 30D | -28.0% | +18.0% | -46.0% | -31.5% |
| 3M | -20.5% | +11.5% | -32.1% | -23.3% |
| 6M | -1.6% | +21.1% | -22.6% | -8.0% |
| YTD | +99.4% | +12.8% | +86.6% | +89.4% |
| 1Y | +120.4% | +25.7% | +94.7% | +100.9% |
| 3Y | +134.2% | +116.8% | +17.4% | +70.9% |
| 5Y | +78.8% | +67.3% | +11.6% | +40.9% |
| All | +1,272.7% | +471.8% | +801.0% | +668.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling