+29.7%
UTMD vs SPY
+12.3%
+17.3%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.3% |
| 7D | +3.3% | +0.1% | +3.2% | +3.3% |
| 30D | -2.2% | -3.3% | +1.1% | -1.5% |
| 3M | +3.3% | -2.4% | +5.7% | +3.9% |
| 6M | +12.5% | +2.6% | +9.9% | +12.0% |
| YTD | +32.0% | +11.2% | +20.8% | +30.9% |
| All | +29.7% | +12.3% | +17.3% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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