+229.1%
UMC vs URI
+5.1%
+224.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.9% | +1.3% | -1.6% |
| 7D | +11.4% | -0.5% | +11.9% | +11.6% |
| 30D | +16.8% | -13.4% | +30.2% | +20.6% |
| 3M | +19.1% | -6.2% | +25.3% | +21.5% |
| 6M | +137.4% | +28.0% | +109.5% | +133.6% |
| YTD | +186.4% | +23.0% | +163.4% | +188.7% |
| 1Y | +229.1% | +5.5% | +223.5% | +233.0% |
| All | +229.1% | +5.1% | +224.0% | +233.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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