+207.2%
UMC vs UUUU
+27.9%
+179.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.7% | +4.5% |
| 7D | +5.0% | -1.4% | +6.3% | +5.1% |
| 30D | +7.7% | +16.3% | -8.6% | +4.7% |
| 3M | +1.7% | -16.7% | +18.4% | +2.4% |
| 6M | +113.9% | -33.7% | +147.6% | +117.5% |
| YTD | +168.9% | -0.5% | +169.4% | +166.9% |
| 1Y | +207.2% | +28.9% | +178.3% | +194.4% |
| All | +207.2% | +27.9% | +179.3% | +194.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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