+1,045.8%
UMC vs WU
-19.6%
+1,065.4%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.0% | +5.5% | +5.0% |
| 7D | +5.0% | -0.8% | +5.8% | +5.2% |
| 30D | +7.7% | -1.1% | +8.8% | +7.9% |
| 3M | +1.7% | -3.9% | +5.5% | +0.8% |
| 6M | +113.9% | -20.7% | +134.6% | +130.2% |
| YTD | +168.9% | -18.4% | +187.3% | +183.3% |
| 1Y | +207.2% | -8.1% | +215.3% | +201.2% |
| 3Y | +227.7% | -24.2% | +251.9% | +239.2% |
| 5Y | +118.0% | -50.4% | +168.5% | +171.6% |
| 10Y | +1,682.1% | -40.0% | +1,722.2% | +1,699.7% |
| All | +1,045.8% | -19.6% | +1,065.4% | +691.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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