+568.2%
UGL price history and return analytics
+668.8%
-100.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.6% |
| 7D | -4.0% | -0.7% | -3.3% | -3.9% |
| 30D | -9.6% | -1.7% | -7.9% | -9.2% |
| 3M | -19.2% | -2.3% | -16.9% | -18.7% |
| 6M | -33.2% | +1.5% | -34.7% | -33.2% |
| YTD | -25.3% | +12.0% | -37.4% | -26.7% |
| 1Y | -19.8% | +12.9% | -32.7% | -21.4% |
| 3Y | +190.8% | +74.9% | +115.8% | +162.5% |
| 5Y | +165.6% | +59.9% | +105.6% | +141.4% |
| 10Y | +336.0% | +224.6% | +111.3% | +252.3% |
| All | +568.2% | +668.8% | -100.7% | +415.2% |
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