+235.8%
UMI price history and return analytics
+162.8%
+73.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.1% |
| 7D | -0.1% | +1.0% | -1.1% | -0.8% |
| 30D | +5.5% | -0.2% | +5.7% | +5.6% |
| 3M | +6.3% | +4.5% | +1.8% | +2.8% |
| 6M | +8.5% | +14.1% | -5.6% | -1.6% |
| YTD | +29.8% | +14.8% | +15.1% | +17.0% |
| 1Y | +32.5% | +21.2% | +11.3% | +14.8% |
| 3Y | +105.8% | +76.6% | +29.2% | +35.8% |
| 5Y | +182.8% | +66.6% | +116.2% | +92.6% |
| All | +235.8% | +162.8% | +73.0% | +71.7% |
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