+120.4%
UMC vs NDAQ
+24.5%
+95.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | +11.2% | +1.3% | +9.9% | +11.5% |
| 30D | -28.0% | +18.0% | -46.0% | -24.2% |
| 3M | -20.5% | +11.5% | -32.1% | -17.6% |
| 6M | -1.6% | +21.1% | -22.6% | +6.2% |
| YTD | +99.4% | +12.8% | +86.6% | +109.8% |
| 1Y | +120.4% | +25.7% | +94.7% | +137.6% |
| All | +120.4% | +24.5% | +95.9% | +137.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling