+24.8%
UPS vs GEN
+14.8%
+10.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.4% | -0.6% | +1.5% |
| 7D | +3.8% | +2.0% | +1.7% | +3.5% |
| 30D | +17.4% | +27.7% | -10.4% | +14.5% |
| 3M | +8.2% | +3.3% | +4.9% | +7.6% |
| 6M | +17.9% | +31.8% | -13.9% | +15.8% |
| YTD | +18.7% | +13.5% | +5.2% | +24.3% |
| 1Y | +24.8% | +16.0% | +8.8% | +28.5% |
| All | +24.8% | +14.8% | +10.0% | +28.5% |
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