+203.4%
URI vs GEN
+24.6%
+178.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +2.3% |
| 7D | -2.0% | -1.2% | -0.8% | -1.6% |
| 30D | -12.9% | +10.1% | -23.1% | -15.7% |
| 3M | -6.7% | +16.1% | -22.8% | -11.6% |
| 6M | +19.0% | +38.9% | -19.9% | +4.8% |
| YTD | +25.5% | +14.4% | +11.1% | +19.5% |
| 1Y | +5.5% | +5.9% | -0.3% | +3.7% |
| 3Y | +111.3% | +58.8% | +52.5% | +74.5% |
| All | +203.4% | +24.6% | +178.8% | +172.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling