-19.7%
USAR vs GEN
+79.4%
-99.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -2.6% | +13.5% | +11.1% |
| 7D | -14.5% | +2.3% | -16.8% | -14.8% |
| 30D | -37.8% | +33.1% | -70.9% | -40.3% |
| 3M | -52.8% | +6.5% | -59.2% | -53.4% |
| 6M | -71.2% | +53.8% | -125.0% | -73.0% |
| YTD | -30.9% | +11.2% | -42.1% | -33.4% |
| 1Y | -48.0% | +19.4% | -67.4% | -50.3% |
| 3Y | -19.7% | +81.0% | -100.7% | -21.8% |
| All | -19.7% | +79.4% | -99.1% | -21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling