+106.0%
UMC vs ROIV
+104.3%
+1.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.7% |
| 7D | -8.3% | +14.3% | -22.6% | -10.5% |
| 30D | -34.5% | +16.2% | -50.7% | -36.3% |
| 3M | -20.0% | +15.1% | -35.1% | -22.4% |
| 6M | -0.7% | +44.2% | -45.0% | -5.8% |
| YTD | +94.7% | +89.8% | +4.9% | +83.2% |
| 1Y | +106.0% | +94.6% | +11.4% | +95.7% |
| All | +106.0% | +104.3% | +1.7% | +95.7% |
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