+7,128.3%
URI vs GEN
+2,708.7%
+4,419.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.9% | -6.2% | -6.8% |
| 7D | -12.9% | +8.5% | -21.4% | -15.2% |
| 30D | -3.4% | +34.2% | -37.6% | -12.1% |
| 3M | -10.0% | +10.0% | -20.0% | -13.9% |
| 6M | +12.2% | +56.8% | -44.6% | -5.2% |
| YTD | +29.8% | +14.2% | +15.5% | +20.1% |
| 1Y | +24.6% | +20.8% | +3.8% | +13.3% |
| 3Y | +137.6% | +84.1% | +53.5% | +87.5% |
| 5Y | +176.6% | +37.1% | +139.5% | +134.9% |
| 10Y | +1,402.6% | +171.5% | +1,231.1% | +869.4% |
| All | +7,128.3% | +2,708.7% | +4,419.7% | +1,913.2% |
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