+207.2%
UMC vs SU
+70.8%
+136.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.3% | +5.9% | +4.3% |
| 7D | +5.0% | +2.9% | +2.0% | +5.5% |
| 30D | +7.7% | +7.2% | +0.5% | +9.0% |
| 3M | +1.7% | +2.8% | -1.2% | +3.4% |
| 6M | +113.9% | +18.2% | +95.7% | +114.5% |
| YTD | +168.9% | +54.0% | +114.9% | +167.4% |
| 1Y | +207.2% | +70.1% | +137.1% | +199.8% |
| All | +207.2% | +70.8% | +136.4% | +199.8% |
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