+115.0%
UMC vs WY
+0.3%
+114.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.6% | -7.7% | -0.8% |
| 7D | -14.7% | +13.3% | -28.0% | -12.3% |
| 30D | -32.9% | +17.6% | -50.5% | -30.6% |
| 3M | -22.2% | -15.0% | -7.1% | -22.1% |
| 6M | +25.9% | -5.9% | +31.8% | +27.9% |
| YTD | +107.9% | -5.7% | +113.7% | +114.4% |
| 1Y | +115.0% | -0.2% | +115.2% | +124.0% |
| All | +115.0% | +0.3% | +114.7% | +124.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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