+240.3%
UMC vs UUUU
+3.5%
+236.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.0% | +7.3% | +3.1% |
| 7D | +9.0% | -10.5% | +19.5% | +10.8% |
| 30D | +17.2% | -10.5% | +27.7% | +18.9% |
| 3M | +11.4% | -14.1% | +25.5% | +12.8% |
| 6M | +137.5% | -35.5% | +173.0% | +144.6% |
| YTD | +193.1% | -10.9% | +204.0% | +195.7% |
| 1Y | +240.3% | +3.4% | +236.9% | +235.6% |
| All | +240.3% | +3.5% | +236.8% | +235.6% |
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