+2,653.9%
UL vs GEN
+8,838.9%
-6,185.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | +0.1% |
| 7D | -1.3% | -1.2% | -0.1% | -1.3% |
| 30D | +0.5% | +10.1% | -9.7% | -0.2% |
| 3M | +17.6% | +16.1% | +1.5% | +16.3% |
| 6M | -5.4% | +38.9% | -44.2% | -7.7% |
| YTD | +0.7% | +14.4% | -13.7% | -0.6% |
| 1Y | -9.3% | +5.9% | -15.1% | -9.9% |
| 3Y | +24.5% | +58.8% | -34.3% | +19.6% |
| 5Y | +23.2% | +24.7% | -1.5% | +19.5% |
| 10Y | +64.5% | +163.1% | -98.6% | +49.1% |
| All | +2,653.9% | +8,838.9% | -6,185.0% | +1,769.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling