+1,049.4%
UMC vs UUUU
-92.5%
+1,141.9%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.3% | +3.8% | -2.0% |
| 7D | +11.4% | -5.0% | +16.4% | +11.9% |
| 30D | +16.8% | -7.8% | +24.6% | +17.5% |
| 3M | +19.1% | -0.4% | +19.5% | +19.1% |
| 6M | +137.4% | -32.9% | +170.3% | +144.1% |
| YTD | +186.4% | -6.3% | +192.6% | +183.8% |
| 1Y | +229.1% | +7.9% | +221.2% | +218.5% |
| 3Y | +257.9% | +85.2% | +172.7% | +220.8% |
| 5Y | +137.5% | +97.0% | +40.6% | +106.6% |
| 10Y | +1,808.2% | +492.6% | +1,315.6% | +1,318.7% |
| All | +1,049.4% | -92.5% | +1,141.9% | +758.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling