+108.2%
UMC vs RACE
+28.1%
+80.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +3.8% |
| 7D | -17.0% | +5.1% | -22.1% | -17.7% |
| 30D | -40.6% | +7.7% | -48.3% | -41.4% |
| 3M | -27.9% | +2.2% | -30.0% | -28.2% |
| 6M | -7.5% | +23.8% | -31.2% | -12.0% |
| YTD | +79.3% | +13.9% | +65.4% | +73.5% |
| 1Y | +92.8% | +3.8% | +89.0% | +91.0% |
| 3Y | +108.2% | +28.0% | +80.1% | +92.2% |
| All | +108.2% | +28.1% | +80.0% | +92.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling