+400.1%
GEN vs UUUU
-91.9%
+492.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.8% | -2.8% |
| 7D | -0.7% | +2.8% | -3.5% | -0.8% |
| 30D | +2.6% | +3.4% | -0.8% | +2.4% |
| 3M | +15.8% | -3.9% | +19.7% | +15.7% |
| 6M | +33.1% | -23.2% | +56.3% | +33.8% |
| YTD | +11.3% | +0.6% | +10.7% | +9.6% |
| 1Y | +1.7% | +22.9% | -21.2% | -1.8% |
| 3Y | +58.1% | +98.6% | -40.5% | +45.7% |
| 5Y | +20.6% | +130.2% | -109.6% | +8.0% |
| 10Y | +149.0% | +519.5% | -370.5% | +99.9% |
| All | +400.1% | -91.9% | +492.1% | +301.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling