+108.7%
USB vs GEN
+162.9%
-54.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.3% |
| 7D | +1.4% | -1.2% | +2.6% | +1.7% |
| 30D | -1.3% | +10.1% | -11.5% | -3.6% |
| 3M | +15.2% | +16.1% | -0.8% | +10.9% |
| 6M | +18.8% | +38.9% | -20.0% | +8.8% |
| YTD | +21.0% | +14.4% | +6.6% | +16.0% |
| 1Y | +34.0% | +5.9% | +28.2% | +30.8% |
| 3Y | +95.3% | +58.8% | +36.5% | +72.7% |
| 5Y | +40.4% | +24.7% | +15.7% | +27.3% |
| All | +108.7% | +162.9% | -54.1% | +61.4% |
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