+145.3%
UMC vs OPEN
-84.0%
+229.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.3% | +6.3% | +4.2% |
| 7D | +13.6% | -2.9% | +16.5% | +13.9% |
| 30D | +20.8% | -13.8% | +34.5% | +22.1% |
| 3M | +16.1% | -30.9% | +47.0% | +19.4% |
| 6M | +137.3% | -40.9% | +178.2% | +146.5% |
| YTD | +193.8% | -48.5% | +242.3% | +206.7% |
| 1Y | +236.1% | -50.9% | +287.0% | +240.1% |
| 3Y | +267.1% | -20.6% | +287.7% | +220.5% |
| 5Y | +145.3% | -84.2% | +229.4% | +110.7% |
| All | +145.3% | -84.0% | +229.2% | +110.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling