+1,842.6%
UMC vs UUUU
+465.5%
+1,377.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.0% | +7.3% | +3.0% |
| 7D | +9.0% | -10.5% | +19.5% | +10.5% |
| 30D | +17.2% | -10.5% | +27.7% | +18.6% |
| 3M | +11.4% | -14.1% | +25.5% | +13.3% |
| 6M | +137.5% | -35.5% | +173.0% | +147.9% |
| YTD | +193.1% | -10.9% | +204.0% | +190.5% |
| 1Y | +240.3% | +3.4% | +236.9% | +225.1% |
| 3Y | +262.2% | +73.1% | +189.1% | +208.7% |
| 5Y | +143.1% | +87.1% | +56.0% | +97.4% |
| All | +1,842.6% | +465.5% | +1,377.1% | +1,204.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling