+207.2%
UMC vs SYY
+1.0%
+206.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.3% | +5.9% | +4.5% |
| 7D | +5.0% | -2.3% | +7.3% | +4.9% |
| 30D | +7.7% | -4.9% | +12.6% | +7.6% |
| 3M | +1.7% | +8.4% | -6.7% | -0.8% |
| 6M | +113.9% | -7.4% | +121.3% | +112.3% |
| YTD | +168.9% | +11.0% | +157.9% | +170.9% |
| 1Y | +207.2% | -0.2% | +207.4% | +198.3% |
| All | +207.2% | +1.0% | +206.2% | +198.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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