+263.0%
UMC vs OPEN
-21.9%
+284.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.3% | +6.3% | +4.1% |
| 7D | +13.6% | -2.9% | +16.5% | +13.8% |
| 30D | +20.8% | -13.8% | +34.5% | +21.6% |
| 3M | +16.1% | -30.9% | +47.0% | +18.1% |
| 6M | +137.3% | -40.9% | +178.2% | +142.7% |
| YTD | +193.8% | -48.5% | +242.3% | +201.0% |
| 1Y | +236.1% | -50.9% | +287.0% | +239.8% |
| All | +263.0% | -21.9% | +284.9% | +244.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling