+702.6%
UMAC price history and return analytics
+59.6%
+643.1%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.7% | -4.6% |
| 7D | +3.3% | -0.1% | +3.4% | +3.7% |
| 30D | -10.4% | -0.7% | -9.7% | -8.2% |
| 3M | +1.8% | +4.0% | -2.2% | -5.6% |
| 6M | +40.7% | +12.3% | +28.5% | +10.7% |
| YTD | +90.9% | +14.0% | +76.9% | +44.6% |
| 1Y | +151.8% | +20.3% | +131.5% | +73.8% |
| All | +702.6% | +59.6% | +643.1% | +230.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling