+21.8%
GEN vs UUUU
-55.1%
+76.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.0% |
| 7D | +26.9% | -14.4% | +41.3% | +26.5% |
| 30D | +38.6% | -33.6% | +72.3% | +37.8% |
| 3M | +9.7% | -44.2% | +53.9% | +8.7% |
| 6M | +58.9% | -66.8% | +125.7% | +55.1% |
| YTD | +15.3% | -50.6% | +66.0% | +16.0% |
| 1Y | +21.8% | -57.8% | +79.6% | +22.9% |
| All | +21.8% | -55.1% | +76.9% | +22.9% |
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