+31.8%
USB vs GEN
+17.5%
+14.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.2% |
| 7D | 0.0% | +2.3% | -2.3% | -0.2% |
| 30D | +5.8% | +33.1% | -27.2% | +2.5% |
| 3M | -6.0% | +6.5% | -12.4% | -6.7% |
| 6M | +7.8% | +53.8% | -46.0% | +1.8% |
| YTD | +14.6% | +11.2% | +3.4% | +17.7% |
| 1Y | +31.8% | +19.4% | +12.4% | +30.5% |
| All | +31.8% | +17.5% | +14.3% | +30.5% |
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