+138.5%
UMC vs UUUU
+88.5%
+50.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.3% | +3.8% | -1.5% |
| 7D | +11.4% | -5.0% | +16.4% | +12.3% |
| 30D | +16.8% | -7.8% | +24.6% | +18.0% |
| 3M | +19.1% | -0.4% | +19.5% | +18.9% |
| 6M | +137.4% | -32.9% | +170.3% | +148.3% |
| YTD | +186.4% | -6.3% | +192.6% | +180.1% |
| 1Y | +229.1% | +7.9% | +221.2% | +206.1% |
| 3Y | +257.9% | +85.2% | +172.7% | +182.4% |
| All | +138.5% | +88.5% | +50.0% | +74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling