+1,304.8%
UMC vs RACE
+717.8%
+587.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -1.1% |
| 7D | +17.8% | -4.0% | +21.8% | +19.6% |
| 30D | -29.6% | +3.5% | -33.2% | -30.5% |
| 3M | -18.4% | -0.4% | -18.0% | -18.4% |
| 6M | -0.1% | +23.2% | -23.3% | -8.9% |
| YTD | +104.0% | +11.0% | +93.0% | +92.3% |
| 1Y | +121.5% | -2.2% | +123.7% | +119.5% |
| 3Y | +135.0% | +22.5% | +112.5% | +102.4% |
| 5Y | +83.0% | +63.2% | +19.9% | +35.0% |
| All | +1,304.8% | +717.8% | +587.0% | +791.7% |
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