+81.0%
GEN vs URA
+36.0%
+45.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.4% | -7.0% | -3.0% |
| 7D | +2.3% | -4.1% | +6.4% | +2.6% |
| 30D | +33.1% | -19.0% | +52.1% | +35.3% |
| 3M | +6.5% | -25.1% | +31.6% | +9.0% |
| 6M | +53.8% | -44.5% | +98.3% | +61.9% |
| YTD | +11.2% | -24.3% | +35.5% | +12.0% |
| 1Y | +19.4% | -28.1% | +47.5% | +20.9% |
| 3Y | +81.0% | +40.7% | +40.4% | +59.3% |
| All | +81.0% | +36.0% | +45.1% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling