+129.8%
UMC vs PAAS
+224.2%
-94.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.9% | +4.6% | +7.0% |
| 7D | -9.2% | +8.8% | -18.0% | -10.5% |
| 30D | -35.1% | -8.5% | -26.7% | -34.1% |
| 3M | -20.5% | -17.0% | -3.4% | -18.1% |
| 6M | -1.7% | -27.9% | +26.2% | +2.7% |
| YTD | +92.8% | -17.5% | +110.2% | +96.3% |
| 1Y | +104.5% | +22.8% | +81.6% | +96.6% |
| 3Y | +129.8% | +224.2% | -94.4% | +89.1% |
| All | +129.8% | +224.2% | -94.4% | +89.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling