+253.0%
UMC vs RACE
+39.3%
+213.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.0% | +5.2% |
| 7D | +6.6% | -1.0% | +7.6% | +6.8% |
| 30D | +16.6% | -1.5% | +18.1% | +16.8% |
| 3M | +11.0% | +15.5% | -4.4% | +7.2% |
| 6M | +131.3% | +17.3% | +114.0% | +122.1% |
| YTD | +182.5% | +11.1% | +171.4% | +174.1% |
| 1Y | +222.3% | -14.3% | +236.5% | +233.9% |
| 3Y | +253.0% | +40.2% | +212.9% | +208.3% |
| All | +253.0% | +39.3% | +213.8% | +208.3% |
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