+1,045.5%
UMC vs OPEN
-70.7%
+1,116.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +3.9% | +4.5% |
| 7D | +5.0% | -4.3% | +9.2% | +5.3% |
| 30D | +7.7% | -16.2% | +23.9% | +9.3% |
| 3M | +1.7% | -36.4% | +38.0% | +5.6% |
| 6M | +113.9% | -35.5% | +149.4% | +121.5% |
| YTD | +168.9% | -46.0% | +214.9% | +181.1% |
| 1Y | +207.2% | -47.1% | +254.3% | +208.4% |
| 3Y | +227.7% | -19.0% | +246.7% | +179.4% |
| 5Y | +118.0% | -83.6% | +201.6% | +104.0% |
| All | +1,045.5% | -70.7% | +1,116.2% | +879.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling