+144.1%
UMC vs SU
+348.9%
-204.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +9.0% | +2.2% | +6.8% | +8.5% |
| 30D | +17.2% | +8.4% | +8.8% | +15.2% |
| 3M | +11.4% | +12.1% | -0.7% | +8.4% |
| 6M | +137.5% | +19.7% | +117.8% | +125.4% |
| YTD | +193.1% | +58.4% | +134.7% | +158.1% |
| 1Y | +240.3% | +67.2% | +173.1% | +194.8% |
| 3Y | +262.2% | +125.0% | +137.2% | +184.9% |
| All | +144.1% | +348.9% | -204.8% | +67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling