+5.9%
GEN vs UUUU
+27.9%
-22.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.2% |
| 7D | -1.2% | -1.4% | +0.2% | -1.2% |
| 30D | +10.1% | +16.3% | -6.2% | +10.5% |
| 3M | +16.1% | -16.7% | +32.8% | +15.8% |
| 6M | +38.9% | -33.7% | +72.5% | +37.5% |
| YTD | +14.4% | -0.5% | +14.9% | +14.6% |
| 1Y | +5.9% | +28.9% | -23.0% | +7.1% |
| All | +5.9% | +27.9% | -22.1% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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