+115.0%
UMC vs SPXU
-30.4%
+145.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.9% | +2.8% | -5.1% |
| 7D | -14.7% | +2.2% | -16.8% | -13.2% |
| 30D | -32.9% | +3.8% | -36.6% | -30.7% |
| 3M | -22.2% | +3.3% | -25.4% | -19.6% |
| 6M | +25.9% | -16.7% | +42.6% | +20.7% |
| YTD | +107.9% | -28.6% | +136.6% | +88.1% |
| 1Y | +115.0% | -30.6% | +145.6% | +93.2% |
| All | +115.0% | -30.4% | +145.4% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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