+1,119.9%
UMC vs OPEN
-74.0%
+1,193.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.7% | +4.2% | -1.9% |
| 7D | +11.4% | -10.5% | +21.9% | +12.5% |
| 30D | +16.8% | -21.8% | +38.6% | +19.3% |
| 3M | +19.1% | -37.5% | +56.6% | +24.0% |
| 6M | +137.4% | -44.1% | +181.6% | +149.1% |
| YTD | +186.4% | -52.0% | +238.3% | +202.6% |
| 1Y | +229.1% | -52.2% | +281.3% | +233.8% |
| 3Y | +257.9% | -25.9% | +283.8% | +207.2% |
| 5Y | +137.5% | -85.1% | +222.6% | +123.8% |
| All | +1,119.9% | -74.0% | +1,193.9% | +953.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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