+115.0%
UMC vs RMD
-1.9%
+116.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.9% | -8.0% | -1.2% |
| 7D | -14.7% | -3.9% | -10.8% | -15.0% |
| 30D | -32.9% | +7.9% | -40.8% | -31.4% |
| 3M | -22.2% | +8.1% | -30.2% | -20.2% |
| 6M | +25.9% | +15.5% | +10.4% | +32.3% |
| YTD | +107.9% | +0.7% | +107.3% | +118.3% |
| 1Y | +115.0% | -1.4% | +116.4% | +125.9% |
| All | +115.0% | -1.9% | +116.9% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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