+1,198.4%
UMC vs RACE
+738.3%
+460.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.7% | +6.8% | +7.3% |
| 7D | -9.2% | +3.9% | -13.1% | -10.4% |
| 30D | -35.1% | +7.4% | -42.6% | -36.9% |
| 3M | -20.5% | +1.6% | -22.1% | -21.1% |
| 6M | -1.7% | +23.3% | -25.1% | -10.3% |
| YTD | +92.8% | +14.7% | +78.1% | +79.5% |
| 1Y | +104.5% | +2.5% | +101.9% | +98.9% |
| 3Y | +129.8% | +28.0% | +101.9% | +94.7% |
| 5Y | +74.0% | +69.8% | +4.2% | +26.6% |
| 10Y | +1,198.4% | +734.9% | +463.5% | +710.7% |
| All | +1,198.4% | +738.3% | +460.1% | +710.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling