-17.9%
USAR vs GEN
+72.6%
-90.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.1% | +2.3% | +4.1% |
| 7D | +0.8% | -0.8% | +1.6% | +0.9% |
| 30D | -30.1% | +31.2% | -61.3% | -32.5% |
| 3M | -56.3% | +6.1% | -62.4% | -56.8% |
| 6M | -68.6% | +38.1% | -106.7% | -69.9% |
| YTD | -30.5% | +14.4% | -44.9% | -33.1% |
| 1Y | -53.5% | +15.1% | -68.6% | -55.2% |
| 3Y | -19.3% | +68.5% | -87.8% | -21.5% |
| All | -17.9% | +72.6% | -90.5% | -20.2% |
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 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