+120.4%
UMC vs PAAS
-2.8%
+123.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | +11.2% | -8.9% | +20.1% | +13.8% |
| 30D | -28.0% | -11.4% | -16.6% | -25.8% |
| 3M | -20.5% | -20.4% | -0.1% | -16.3% |
| 6M | -1.6% | -40.7% | +39.1% | +8.9% |
| YTD | +99.4% | -26.9% | +126.3% | +112.4% |
| 1Y | +120.4% | -3.1% | +123.5% | +127.8% |
| All | +120.4% | -2.8% | +123.2% | +127.8% |
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