+12.2%
GEN vs URA
-29.1%
+41.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.8% | +0.7% | -3.1% |
| 7D | -3.0% | +4.5% | -7.4% | -3.0% |
| 30D | +24.7% | -13.4% | +38.1% | +24.9% |
| 3M | +4.1% | -28.4% | +32.5% | +4.7% |
| 6M | +36.0% | -40.5% | +76.5% | +37.7% |
| YTD | +10.9% | -24.3% | +35.1% | +13.3% |
| 1Y | +12.2% | -28.8% | +41.0% | +15.1% |
| All | +12.2% | -29.1% | +41.3% | +15.1% |
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