+207.2%
UMC vs PAAS
+54.7%
+152.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.4% | +7.0% | +5.1% |
| 7D | +5.0% | -2.9% | +7.8% | +5.5% |
| 30D | +7.7% | +6.8% | +0.9% | +5.6% |
| 3M | +1.7% | -2.9% | +4.5% | +1.1% |
| 6M | +113.9% | -16.4% | +130.4% | +116.3% |
| YTD | +168.9% | 0.0% | +168.9% | +163.9% |
| 1Y | +207.2% | +54.3% | +152.9% | +179.0% |
| All | +207.2% | +54.7% | +152.5% | +179.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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