+6,893.4%
URI vs GEN
+2,713.2%
+4,180.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -11.7% |
| 6M | +19.0% | +38.9% | -19.9% | +5.0% |
| YTD | +25.5% | +14.4% | +11.1% | +17.6% |
| 1Y | +5.5% | +5.9% | -0.3% | +1.2% |
| 3Y | +111.3% | +58.8% | +52.5% | +76.8% |
| 5Y | +198.6% | +24.7% | +173.9% | +164.3% |
| 10Y | +1,179.9% | +163.1% | +1,016.8% | +742.7% |
| All | +6,893.4% | +2,713.2% | +4,180.2% | +1,870.8% |
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