+229.1%
UMC vs GEN
+3.4%
+225.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.4% |
| 7D | +11.4% | -4.3% | +15.7% | +10.8% |
| 30D | +16.8% | +3.8% | +13.0% | +17.3% |
| 3M | +19.1% | +22.3% | -3.2% | +20.9% |
| 6M | +137.4% | +39.0% | +98.5% | +134.2% |
| YTD | +186.4% | +11.9% | +174.5% | +188.0% |
| 1Y | +229.1% | +4.5% | +224.6% | +242.7% |
| All | +229.1% | +3.4% | +225.6% | +242.7% |
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 · 6 months rolling