+1,723.1%
UMC vs SPXU
-100.0%
+1,823.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +5.6% |
| 7D | +6.6% | -1.5% | +8.1% | +6.0% |
| 30D | +16.6% | +3.7% | +12.8% | +18.0% |
| 3M | +11.0% | -9.6% | +20.6% | +9.1% |
| 6M | +131.3% | -32.4% | +163.6% | +110.3% |
| YTD | +182.5% | -28.7% | +211.2% | +161.9% |
| 1Y | +222.3% | -38.2% | +260.5% | +187.7% |
| 3Y | +253.0% | -80.4% | +333.5% | +140.4% |
| 5Y | +141.8% | -86.0% | +227.9% | +74.5% |
| 10Y | +1,772.2% | -99.5% | +1,871.7% | +555.3% |
| All | +1,723.1% | -100.0% | +1,823.1% | +90.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling