-54.9%
UBOT price history and return analytics
+148.1%
-203.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.8% | +0.4% |
| 7D | -4.5% | -0.7% | -3.8% | -1.6% |
| 30D | -16.0% | -1.7% | -14.3% | -10.1% |
| 3M | -28.4% | -2.3% | -26.1% | -21.4% |
| 6M | -43.3% | +1.5% | -44.8% | -43.3% |
| YTD | -29.9% | +12.0% | -41.9% | -46.9% |
| 1Y | -30.5% | +12.9% | -43.4% | -48.2% |
| 3Y | +18.3% | +74.9% | -56.6% | -74.5% |
| 5Y | -62.5% | +59.9% | -122.4% | -87.1% |
| All | -54.9% | +148.1% | -203.0% | -93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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