+202.1%
URI vs GEN
+31.7%
+170.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.2% |
| 7D | -6.0% | +1.0% | -7.0% | -6.3% |
| 30D | +4.6% | +29.1% | -24.5% | -2.8% |
| 3M | -2.7% | +2.9% | -5.6% | -4.4% |
| 6M | +18.4% | +33.6% | -15.2% | +5.6% |
| YTD | +37.4% | +12.0% | +25.3% | +30.8% |
| 1Y | +30.4% | +16.2% | +14.2% | +22.2% |
| 3Y | +147.9% | +65.1% | +82.8% | +101.3% |
| 5Y | +202.1% | +33.3% | +168.8% | +156.7% |
| All | +202.1% | +31.7% | +170.4% | +156.7% |
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 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