+103.9%
UMC vs PCOR
-4.3%
+108.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.5% | +6.0% | +7.8% |
| 7D | -9.2% | +22.2% | -31.4% | -5.6% |
| 30D | -35.1% | +36.0% | -71.2% | -31.2% |
| 3M | -20.5% | +34.0% | -54.5% | -15.3% |
| 6M | -1.7% | +43.5% | -45.2% | +10.2% |
| YTD | +92.8% | +5.1% | +87.7% | +111.9% |
| All | +103.9% | -4.3% | +108.2% | +131.9% |
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