-19.0%
USAR vs GEN
+71.3%
-90.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.3% | +0.9% |
| 7D | -0.8% | +2.0% | -2.8% | -1.0% |
| 30D | -20.9% | +27.7% | -48.7% | -23.4% |
| 3M | -56.2% | +3.3% | -59.4% | -56.6% |
| 6M | -67.9% | +31.8% | -99.7% | -69.0% |
| YTD | -31.4% | +13.5% | -44.9% | -33.9% |
| 1Y | -45.1% | +16.0% | -61.1% | -47.2% |
| 3Y | -20.3% | +70.6% | -90.9% | -22.5% |
| All | -19.0% | +71.3% | -90.2% | -21.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling