+156.3%
UMAC price history and return analytics
+23.3%
+133.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.0% | -3.0% |
| 7D | -0.9% | +0.4% | -1.4% | -2.4% |
| 30D | -7.7% | +1.0% | -8.6% | -10.4% |
| 3M | -26.4% | +2.4% | -28.8% | -29.7% |
| 6M | +61.9% | +12.0% | +49.8% | +18.1% |
| YTD | +86.5% | +15.3% | +71.2% | +14.6% |
| 1Y | +156.3% | +22.6% | +133.7% | +22.5% |
| All | +156.3% | +23.3% | +133.0% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling