+263.0%
UMC vs TECH
+1.4%
+261.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | +13.6% | -0.1% | +13.7% | +13.6% |
| 30D | +20.8% | +0.3% | +20.5% | +20.7% |
| 3M | +16.1% | +32.9% | -16.8% | +10.7% |
| 6M | +137.3% | +32.1% | +105.2% | +124.6% |
| YTD | +193.8% | +23.4% | +170.4% | +182.2% |
| 1Y | +236.1% | +34.1% | +202.0% | +216.9% |
| All | +263.0% | +1.4% | +261.6% | +254.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling