+115.0%
UMC vs UUUU
-55.1%
+170.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.2% | -1.9% |
| 7D | -14.7% | -14.4% | -0.2% | -11.8% |
| 30D | -32.9% | -33.6% | +0.8% | -27.2% |
| 3M | -22.2% | -44.2% | +22.0% | -13.2% |
| 6M | +25.9% | -66.8% | +92.7% | +48.9% |
| YTD | +107.9% | -50.6% | +158.5% | +134.2% |
| 1Y | +115.0% | -57.8% | +172.8% | +147.4% |
| All | +115.0% | -55.1% | +170.2% | +147.4% |
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