+253.9%
UMC vs UUUU
+83.7%
+170.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.3% | +3.8% | -1.7% |
| 7D | +11.4% | -5.0% | +16.4% | +12.1% |
| 30D | +16.8% | -7.8% | +24.6% | +17.7% |
| 3M | +19.1% | -0.4% | +19.5% | +18.8% |
| 6M | +137.4% | -32.9% | +170.3% | +143.9% |
| YTD | +186.4% | -6.3% | +192.6% | +183.8% |
| 1Y | +229.1% | +7.9% | +221.2% | +216.6% |
| All | +253.9% | +83.7% | +170.2% | +204.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling