+236.1%
UMC vs ROIV
+224.1%
+12.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.9% |
| 7D | +13.6% | +22.3% | -8.7% | +10.5% |
| 30D | +20.8% | +16.9% | +3.9% | +17.7% |
| 3M | +16.1% | +43.9% | -27.8% | +12.0% |
| 6M | +137.3% | +41.6% | +95.7% | +128.0% |
| YTD | +193.8% | +92.7% | +101.1% | +182.6% |
| 1Y | +236.1% | +210.2% | +25.9% | +251.2% |
| All | +236.1% | +224.1% | +12.0% | +251.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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