+115.0%
UMC vs PCOR
+4.0%
+111.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +19.7% | -21.8% | +1.7% |
| 7D | -14.7% | +21.8% | -36.5% | -11.1% |
| 30D | -32.9% | +39.5% | -72.4% | -28.1% |
| 3M | -22.2% | +35.2% | -57.4% | -16.5% |
| 6M | +25.9% | +21.7% | +4.2% | +39.8% |
| YTD | +107.9% | +3.9% | +104.0% | +116.5% |
| 1Y | +115.0% | +6.9% | +108.1% | +126.7% |
| All | +115.0% | +4.0% | +111.0% | +126.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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