+115.0%
UMC vs SU
+88.1%
+26.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.5% | +2.4% | -3.0% |
| 7D | -14.7% | -7.1% | -7.6% | -16.0% |
| 30D | -32.9% | +4.8% | -37.6% | -31.8% |
| 3M | -22.2% | +12.5% | -34.6% | -19.7% |
| 6M | +25.9% | +6.5% | +19.5% | +29.5% |
| YTD | +107.9% | +65.8% | +42.1% | +122.2% |
| 1Y | +115.0% | +86.2% | +28.9% | +133.0% |
| All | +115.0% | +88.1% | +26.9% | +133.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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