+21.8%
GEN vs URA
-32.2%
+53.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.0% | +4.0% |
| 7D | +26.9% | -10.5% | +37.4% | +27.0% |
| 30D | +38.6% | -18.6% | +57.3% | +39.2% |
| 3M | +9.7% | -23.0% | +32.8% | +10.3% |
| 6M | +58.9% | -40.3% | +99.2% | +60.9% |
| YTD | +15.3% | -23.5% | +38.8% | +17.3% |
| 1Y | +21.8% | -31.1% | +52.9% | +25.0% |
| All | +21.8% | -32.2% | +53.9% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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