+21.0%
USAR vs GEN
+0.6%
+20.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.4% |
| 7D | -4.4% | -2.9% | -1.5% | -4.1% |
| 30D | -10.4% | +2.1% | -12.5% | -10.7% |
| 3M | -18.4% | +19.7% | -38.1% | -20.3% |
| 6M | -8.8% | +33.3% | -42.1% | -16.0% |
| YTD | +43.4% | +11.1% | +32.2% | +29.4% |
| 1Y | +21.0% | +3.0% | +18.0% | +3.2% |
| All | +21.0% | +0.6% | +20.4% | +3.2% |
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 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