+32.9%
URI vs GEN
+20.2%
+12.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.0% | -8.3% | -4.2% |
| 7D | -4.3% | +26.9% | -31.2% | -3.2% |
| 30D | +4.6% | +38.6% | -34.0% | +6.6% |
| 3M | -2.1% | +9.7% | -11.9% | -2.0% |
| 6M | +21.9% | +58.9% | -37.0% | +23.2% |
| YTD | +39.7% | +15.3% | +24.4% | +56.6% |
| 1Y | +32.9% | +21.8% | +11.1% | +45.0% |
| All | +32.9% | +20.2% | +12.7% | +45.0% |
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