+207.2%
UMC vs NVD
-61.9%
+269.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.4% | +6.0% | +4.3% |
| 7D | +5.0% | -11.1% | +16.1% | +2.7% |
| 30D | +7.7% | -13.3% | +20.9% | +5.4% |
| 3M | +1.7% | -19.8% | +21.5% | -1.2% |
| 6M | +113.9% | -48.8% | +162.7% | +98.7% |
| YTD | +168.9% | -49.7% | +218.5% | +150.6% |
| 1Y | +207.2% | -61.4% | +268.6% | +186.7% |
| All | +207.2% | -61.9% | +269.1% | +186.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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