+134.2%
UMC vs TECH
+29.6%
+104.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.3% | -2.3% |
| 7D | +11.2% | +0.1% | +11.1% | +11.2% |
| 30D | -28.0% | +0.5% | -28.6% | -28.1% |
| 3M | -20.5% | +1.1% | -21.6% | -20.7% |
| 6M | -1.6% | +62.8% | -64.4% | -8.9% |
| YTD | +99.4% | +24.5% | +74.9% | +91.7% |
| 1Y | +120.4% | +20.6% | +99.8% | +112.7% |
| 3Y | +134.2% | +29.5% | +104.8% | +109.7% |
| All | +134.2% | +29.6% | +104.6% | +109.7% |
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