+240.3%
UMC vs TECH
+42.2%
+198.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.3% |
| 7D | +9.0% | -0.4% | +9.4% | +9.0% |
| 30D | +17.2% | 0.0% | +17.3% | +17.2% |
| 3M | +11.4% | +33.7% | -22.3% | +7.6% |
| 6M | +137.5% | +34.9% | +102.6% | +127.7% |
| YTD | +193.1% | +23.2% | +169.9% | +192.7% |
| 1Y | +240.3% | +36.3% | +204.0% | +243.8% |
| All | +240.3% | +42.2% | +198.1% | +243.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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