-49.8%
USAR vs GEN
+20.2%
-70.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.0% | -9.8% | -6.4% |
| 7D | -21.8% | +26.9% | -48.6% | -24.9% |
| 30D | -39.9% | +38.6% | -78.6% | -43.3% |
| 3M | -52.5% | +9.7% | -62.3% | -53.4% |
| 6M | -67.9% | +58.9% | -126.8% | -70.9% |
| YTD | -31.1% | +15.3% | -46.4% | -38.3% |
| 1Y | -49.8% | +21.8% | -71.6% | -58.1% |
| All | -49.8% | +20.2% | -70.0% | -58.1% |
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