+254.7%
UPS vs GEN
+1,260.7%
-1,006.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.4% | +2.5% |
| 7D | +1.1% | -0.3% | +1.4% | +1.2% |
| 30D | +17.3% | +28.2% | -10.8% | +12.7% |
| 3M | +7.9% | +2.6% | +5.3% | +7.0% |
| 6M | +13.7% | +32.7% | -18.9% | +8.0% |
| YTD | +17.2% | +11.3% | +5.9% | +13.8% |
| 1Y | +23.2% | +17.9% | +5.3% | +18.6% |
| 3Y | -5.9% | +66.3% | -72.2% | -14.7% |
| 5Y | -33.1% | +31.7% | -64.7% | -38.0% |
| 10Y | +44.3% | +150.0% | -105.7% | +17.0% |
| All | +254.7% | +1,260.7% | -1,006.0% | +118.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling