+45.9%
UPS vs GEN
+152.9%
-107.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.4% | -0.6% | +1.4% |
| 7D | +3.8% | +2.0% | +1.7% | +3.4% |
| 30D | +17.4% | +27.7% | -10.4% | +12.1% |
| 3M | +8.2% | +3.3% | +4.9% | +7.1% |
| 6M | +17.9% | +31.8% | -13.9% | +11.3% |
| YTD | +18.7% | +13.5% | +5.2% | +14.6% |
| 1Y | +24.8% | +16.0% | +8.8% | +20.0% |
| 3Y | -4.5% | +70.6% | -75.1% | -15.1% |
| 5Y | -33.2% | +32.1% | -65.3% | -39.0% |
| All | +45.9% | +152.9% | -107.0% | +12.7% |
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 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