+253.9%
UMC vs TRGP
+262.4%
-8.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.5% |
| 7D | +11.4% | -0.6% | +11.9% | +11.4% |
| 30D | +16.8% | +10.0% | +6.8% | +15.1% |
| 3M | +19.1% | +7.6% | +11.5% | +17.6% |
| 6M | +137.4% | +26.8% | +110.6% | +126.6% |
| YTD | +186.4% | +60.6% | +125.8% | +160.1% |
| 1Y | +229.1% | +82.5% | +146.6% | +188.9% |
| All | +253.9% | +262.4% | -8.5% | +151.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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