+1,798.0%
UMC vs GEN
+157.3%
+1,640.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.6% |
| 7D | +11.4% | -4.3% | +15.7% | +12.2% |
| 30D | +16.8% | +3.8% | +13.0% | +15.8% |
| 3M | +19.1% | +22.3% | -3.2% | +13.6% |
| 6M | +137.4% | +39.0% | +98.5% | +119.5% |
| YTD | +186.4% | +11.9% | +174.5% | +176.3% |
| 1Y | +229.1% | +4.5% | +224.6% | +222.0% |
| 3Y | +257.9% | +59.0% | +198.9% | +217.4% |
| 5Y | +137.5% | +22.0% | +115.6% | +118.2% |
| All | +1,798.0% | +157.3% | +1,640.6% | +1,407.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling