+141.8%
UMC vs PAAS
+117.9%
+23.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.7% | +5.2% |
| 7D | +6.6% | +2.0% | +4.6% | +6.1% |
| 30D | +16.6% | -0.1% | +16.6% | +16.2% |
| 3M | +11.0% | +8.2% | +2.8% | +8.7% |
| 6M | +131.3% | -13.8% | +145.1% | +134.4% |
| YTD | +182.5% | -0.6% | +183.1% | +178.0% |
| 1Y | +222.3% | +44.0% | +178.3% | +195.9% |
| 3Y | +253.0% | +246.6% | +6.5% | +165.0% |
| 5Y | +141.8% | +116.1% | +25.8% | +88.2% |
| All | +141.8% | +117.9% | +23.9% | +88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling