+96.6%
USB vs GEN
+86.0%
+10.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.0% | -2.1% | +0.9% |
| 7D | +2.4% | +26.9% | -24.5% | -3.8% |
| 30D | +6.6% | +38.6% | -32.1% | -2.2% |
| 3M | -4.1% | +9.7% | -13.8% | -6.8% |
| 6M | +12.5% | +58.9% | -46.4% | -3.5% |
| YTD | +17.6% | +15.3% | +2.3% | +12.9% |
| 1Y | +36.5% | +21.8% | +14.7% | +28.2% |
| All | +96.6% | +86.0% | +10.6% | +70.4% |
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 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