+43.7%
UPS vs GEN
+151.0%
-107.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | +1.7% | +1.0% | +0.7% | +1.6% |
| 30D | +17.4% | +29.1% | -11.6% | +11.9% |
| 3M | +7.7% | +2.9% | +4.8% | +6.7% |
| 6M | +13.8% | +33.6% | -19.8% | +7.1% |
| YTD | +17.3% | +12.0% | +5.2% | +13.5% |
| 1Y | +27.2% | +16.2% | +11.0% | +22.2% |
| 3Y | -5.6% | +65.1% | -70.7% | -15.6% |
| 5Y | -33.5% | +33.3% | -66.8% | -39.4% |
| 10Y | +43.7% | +149.7% | -106.0% | +11.0% |
| All | +43.7% | +151.0% | -107.3% | +11.0% |
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