+1,341.4%
UMC vs PAAS
+183.5%
+1,157.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.4% | +8.3% | +7.1% |
| 7D | +0.1% | -5.2% | +5.3% | +0.9% |
| 30D | -28.7% | -13.9% | -14.8% | -27.3% |
| 3M | -15.1% | -23.8% | +8.7% | -12.3% |
| 6M | +5.0% | -36.4% | +41.4% | +10.5% |
| YTD | +108.2% | -23.4% | +131.5% | +113.2% |
| 1Y | +121.7% | +5.6% | +116.1% | +118.3% |
| 3Y | +139.8% | +209.7% | -69.9% | +104.4% |
| 5Y | +85.1% | +55.6% | +29.5% | +65.6% |
| 10Y | +1,341.4% | +212.2% | +1,129.1% | +1,112.5% |
| All | +1,341.4% | +183.5% | +1,157.8% | +1,112.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling