+757.4%
UMAC price history and return analytics
+60.6%
+696.8%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.5% | +9.8% | +10.8% |
| 7D | +14.7% | +1.0% | +13.7% | +11.4% |
| 30D | -0.5% | -0.2% | -0.3% | +0.5% |
| 3M | +0.5% | +4.5% | -4.0% | -8.3% |
| 6M | +57.9% | +14.1% | +43.9% | +19.1% |
| YTD | +103.9% | +14.8% | +89.2% | +51.5% |
| 1Y | +159.3% | +21.2% | +138.1% | +75.1% |
| All | +757.4% | +60.6% | +696.8% | +246.2% |
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