+1,798.0%
UMC vs NDAQ
+370.8%
+1,427.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -1.8% |
| 7D | +11.4% | -6.8% | +18.2% | +13.7% |
| 30D | +16.8% | -3.2% | +20.0% | +17.8% |
| 3M | +19.1% | +6.5% | +12.6% | +15.7% |
| 6M | +137.4% | +5.7% | +131.7% | +130.2% |
| YTD | +186.4% | -4.6% | +191.0% | +186.4% |
| 1Y | +229.1% | -1.6% | +230.7% | +224.5% |
| 3Y | +257.9% | +86.4% | +171.4% | +172.9% |
| 5Y | +137.5% | +50.3% | +87.2% | +93.4% |
| All | +1,798.0% | +370.8% | +1,427.1% | +1,057.6% |
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