+253.9%
UMC vs NDAQ
+85.5%
+168.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -2.3% |
| 7D | +11.4% | -6.8% | +18.2% | +12.0% |
| 30D | +16.8% | -3.2% | +20.0% | +17.0% |
| 3M | +19.1% | +6.5% | +12.6% | +18.0% |
| 6M | +137.4% | +5.7% | +131.7% | +134.8% |
| YTD | +186.4% | -4.6% | +191.0% | +190.2% |
| 1Y | +229.1% | -1.6% | +230.7% | +229.5% |
| All | +253.9% | +85.5% | +168.4% | +177.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling