-59.0%
SKUU vs GEN
+21.6%
-80.6%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +4.0% | -14.3% | -7.0% |
| 7D | -25.6% | +26.9% | -52.5% | -8.8% |
| 30D | -49.6% | +38.6% | -88.2% | -31.5% |
| 3M | -26.8% | +9.7% | -36.6% | -23.3% |
| All | -59.0% | +21.6% | -80.6% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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 · Available span rolling