+259.5%
UPS vs GEN
+1,298.8%
-1,039.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +0.9% |
| 7D | -1.6% | -0.8% | -0.8% | -1.5% |
| 30D | +17.9% | +31.2% | -13.3% | +12.9% |
| 3M | +9.4% | +6.1% | +3.3% | +7.9% |
| 6M | +16.2% | +38.1% | -21.9% | +9.6% |
| YTD | +18.8% | +14.4% | +4.4% | +14.8% |
| 1Y | +26.1% | +15.1% | +11.0% | +21.8% |
| 3Y | -4.5% | +68.5% | -73.0% | -13.6% |
| 5Y | -33.2% | +35.8% | -69.0% | -38.4% |
| 10Y | +44.3% | +155.4% | -111.1% | +16.6% |
| All | +259.5% | +1,298.8% | -1,039.4% | +120.9% |
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