+236.1%
UMC vs RACE
-14.8%
+250.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.0% |
| 7D | +13.6% | -2.6% | +16.3% | +13.6% |
| 30D | +20.8% | -1.1% | +21.8% | +20.7% |
| 3M | +16.1% | +12.5% | +3.6% | +15.3% |
| 6M | +137.3% | +17.4% | +119.9% | +135.3% |
| YTD | +193.8% | +10.1% | +183.6% | +192.2% |
| 1Y | +236.1% | -15.1% | +251.2% | +235.4% |
| All | +236.1% | -14.8% | +250.9% | +235.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling