+145.3%
UMC vs GEN
+20.0%
+125.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.0% |
| 7D | +13.6% | -2.9% | +16.5% | +14.3% |
| 30D | +20.8% | +2.1% | +18.7% | +19.9% |
| 3M | +16.1% | +19.7% | -3.6% | +10.0% |
| 6M | +137.3% | +33.3% | +104.0% | +116.3% |
| YTD | +193.8% | +11.1% | +182.6% | +182.0% |
| 1Y | +236.1% | +3.0% | +233.1% | +230.5% |
| 3Y | +267.1% | +57.9% | +209.2% | +206.3% |
| 5Y | +145.3% | +20.6% | +124.7% | +118.6% |
| All | +145.3% | +20.0% | +125.3% | +118.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling