+246.2%
UPS vs GEN
+1,260.2%
-1,014.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.2% | -2.1% |
| 7D | 0.0% | +2.3% | -2.2% | -0.3% |
| 30D | +17.3% | +33.1% | -15.7% | +12.0% |
| 3M | +6.6% | +6.5% | +0.1% | +5.1% |
| 6M | +12.0% | +53.8% | -41.8% | +3.8% |
| YTD | +14.4% | +11.2% | +3.1% | +11.1% |
| 1Y | +23.3% | +19.4% | +3.9% | +18.4% |
| 3Y | -9.6% | +81.0% | -90.7% | -19.2% |
| 5Y | -34.1% | +33.4% | -67.6% | -39.1% |
| 10Y | +49.5% | +164.3% | -114.8% | +20.2% |
| All | +246.2% | +1,260.2% | -1,014.0% | +113.7% |
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