+227.0%
UPS vs GEN
+1,299.5%
-1,072.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.8% |
| 7D | -2.9% | -1.2% | -1.7% | -2.7% |
| 30D | -3.5% | +10.1% | -13.7% | -5.0% |
| 3M | -5.7% | +16.1% | -21.8% | -8.1% |
| 6M | -4.4% | +38.9% | -43.2% | -9.8% |
| YTD | +8.0% | +14.4% | -6.4% | +4.9% |
| 1Y | +29.0% | +5.9% | +23.2% | +26.8% |
| 3Y | -27.7% | +58.8% | -86.5% | -33.9% |
| 5Y | -34.3% | +24.7% | -59.0% | -38.4% |
| 10Y | +37.8% | +163.1% | -125.3% | +11.2% |
| All | +227.0% | +1,299.5% | -1,072.5% | +101.7% |
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 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