+151.3%
GEN vs UUUU
+495.2%
-343.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.3% | +7.0% | +1.1% |
| 7D | -4.3% | -5.0% | +0.7% | -4.1% |
| 30D | +3.8% | -7.8% | +11.5% | +4.1% |
| 3M | +22.3% | -0.4% | +22.7% | +21.8% |
| 6M | +39.0% | -32.9% | +71.8% | +40.9% |
| YTD | +11.9% | -6.3% | +18.2% | +10.0% |
| 1Y | +4.5% | +7.9% | -3.4% | +0.5% |
| 3Y | +59.0% | +85.2% | -26.2% | +42.4% |
| 5Y | +22.0% | +97.0% | -75.0% | +5.5% |
| All | +151.3% | +495.2% | -343.9% | +81.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling