+237.6%
UMC vs PAAS
+48.9%
+188.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.7% | +0.3% | +3.2% |
| 7D | +13.6% | +2.6% | +11.0% | +13.0% |
| 30D | +20.8% | +2.5% | +18.3% | +19.7% |
| 3M | +16.1% | +15.1% | +1.1% | +11.5% |
| 6M | +137.3% | -12.1% | +149.4% | +137.8% |
| YTD | +193.8% | +3.1% | +190.7% | +186.5% |
| All | +237.6% | +48.9% | +188.7% | +201.7% |
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